---
title: Hubspot engagement
description: Perform CRUD operations on HubSpot Engagement records such as calls, emails, notes, tasks, and meetings.
category: Application
tags: [hubspot, engagement, crm, integration, communication]
---

# Hubspot engagement

## Description

The **HubSpot Engagement** activity allows you to interact with engagement records in HubSpot CRM, such as emails, calls, meetings, tasks, and notes. You can fetch, create, delete, or bulk-insert engagement records and associate them with contacts, deals, companies, or tickets.

Use this activity to:

- Get – Retrieve a single engagement record by ID
- Get All – Fetch a list of engagements
- Create – Log a single engagement (call, email, note, etc.)
- Create Many – Insert multiple engagements from tabular input
- Delete – Remove an engagement by ID

> Use Case: Using logs from communication tools or extracted emails, workflows can leverage HubSpotEngagement to log calls, notes, or meetings. Activities such as ExecutePython or ExtractDateComponent can categorize these interactions by week or sales agent. Aggregated engagement data helps in understanding customer touchpoints or identifying inactive leads.

## Input

| Input Type | Required                                            |
| ---------- | --------------------------------------------------- |
| **Data**   | Required for `Create Many` and `Create` operations. |

## Output

| Output Type | Format | Description                   |
| ----------- | ------ | ----------------------------- |
| **Data**    | JSON   | Returned engagement record(s) |

## Configuration Fields

| Field Name              | Description                                                                                                     |
| ----------------------- | --------------------------------------------------------------------------------------------------------------- |
| **Connection**          | Select a HubSpot connection to authenticate API calls.                                                          |
| **Operation**           | One of: <ul><li>Get</li><li>Get All</li><li>Create</li><li>Create Many</li><li>Delete</li></ul>                 |
| **Id**                  | Required for `Get` and `Delete`. The unique ID of the engagement.                                               |
| **type**                | Type of engagement: `CALL`, `EMAIL`, `TASK`, `MEETING`, or `NOTE`. Required for `Create` and `Create Many`.     |
| **body**                | Description/content of the engagement. Required.                                                                |
| **subject**             | Subject of the engagement (used for tasks, emails, etc.). Optional.                                             |
| **ownerId**             | HubSpot owner/user responsible for the engagement. Optional.                                                    |
| **status**              | Status of the engagement (e.g., COMPLETED or SCHEDULED for meetings/tasks). Optional and dynamic based on type. |
| **contactIds**          | List of associated contact IDs. Optional.                                                                       |
| **companyIds**          | List of associated company IDs. Optional.                                                                       |
| **dealIds**             | List of associated deal IDs. Optional.                                                                          |
| **ticketIds**           | List of associated ticket IDs. Optional.                                                                        |
| **ConfigFieldsMapping** | Used in `Create Many`. Maps incoming data fields to engagement fields. Optional.                                |

## Sample Input

| Operation       | Required Fields | Example Input                                                                                                                                         |
| --------------- | --------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Get**         | `Id`            | <table><tr><td>Id</td><td>23456789</td></tr></table>                                                                                                  |
| **Get All**     | _None_          | _(No input required)_                                                                                                                                 |
| **Create**      | type, body      | <table><tr><td>type</td><td>CALL</td></tr><tr><td>body</td><td>Follow-up with client</td></tr><tr><td>contactIds</td><td>[101, 102]</td></tr></table> |
| **Delete**      | `Id`            | <table><tr><td>Id</td><td>23456789</td></tr></table>                                                                                                  |
| **Create Many** | Field Mapping   | <table><tr><td>type</td><td>[EngagementType]</td></tr><tr><td>body</td><td>[Note]</td></tr><tr><td>dealIds</td><td>[DealRef]</td></tr></table>        |

> Input fields for **Create Many** are mapped from previous tabular activity in the workflow.

## Sample Configuration

| Field           | Value                                                                                                            |
| --------------- | ---------------------------------------------------------------------------------------------------------------- |
| `connection.id` | `hubspot-engage-001`                                                                                             |
| `operation`     | `CreateMany`                                                                                                     |
| `fieldsMapping` | <ul><li>type → EngagementType</li><li>body → Note</li><li>dealIds → DealRef</li><li>ownerId → OwnerRef</li></ul> |

## Sample Output

| Id      | Type | Body               | Owner     | Deal Ids | Created Time         |
| ------- | ---- | ------------------ | --------- | -------- | -------------------- |
| 3482109 | CALL | Call with client   | user_1001 | [5678]   | 2024-06-01T12:00:00Z |
| 3482110 | NOTE | Notes from meeting | user_1002 | [5679]   | 2024-06-02T09:20:00Z |

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