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

• Data – Required for Create, Create Many.

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: Get Get All Create Create Many Delete
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	Id 23456789
Get All	None	(No input required)
Create	type, body	type CALL body Follow-up with client contactIds [101, 102]
Delete	Id	Id 23456789
Create Many	Field Mapping	type [EngagementType] body [Note] dealIds [DealRef]

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	type → EngagementType body → Note dealIds → DealRef ownerId → OwnerRef

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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