HubSpot - NoClick

The HubSpot node adds HubSpot operations to your workflows. Add it on the canvas or ask the AI builder for it by name, then pick an operation and fill in its fields. HubSpot also includes 7 trigger operations (marked in the tables below) that can start a workflow when something happens in HubSpot.

You can wire the HubSpot node into an AI agent as a tool provider: the agent calls the operations you allow. See Agent tools.

Setup Guide

This guide walks you through connecting HubSpot to NoClick and setting up your first automation.

Prerequisites

A HubSpot account with admin access
A NoClick account
Understanding of your HubSpot data structure (contacts, companies, deals, etc.)

Step 1: Choose Your Authentication Method

HubSpot supports two authentication methods in NoClick:

Option A: OAuth (Recommended)

OAuth is the easiest method and recommended for most users. It requires no manual key copying and automatically handles token refresh. Pros:

Simple one-click authorization
Automatic token refresh
Secure credential handling

Cons:

Limited to browser-based setup

Option B: Private App Access Token

Use a Personal Access Token (PAT) for server-to-server integrations or headless workflows. Pros:

Works in all environments
Long-lived credentials (no expiration)
Fine-grained scope control

Cons:

Requires manual token creation and copying

Step 2: Connect Your HubSpot Account

Using OAuth:

Open NoClick and create a new workflow
Add a HubSpot node to your canvas
Click Connect under the Credentials section
Click Sign in with HubSpot
Log in to your HubSpot account
Review the requested permissions and click Install app
You’ll be automatically redirected back to NoClick with your connection established

Using Private App Access Token:

Go to HubSpot Private Apps
Click Create app and name it “NoClick”
Under the Scopes tab, select the permissions you need:
- For contacts: crm.objects.contacts.read, crm.objects.contacts.write
- For companies: crm.objects.companies.read, crm.objects.companies.write
- For deals: crm.objects.deals.read, crm.objects.deals.write
- For tickets: tickets
- For OAuth: oauth
Click Create app
Go to the Auth tab and copy your access token
In NoClick, select the Private App Access Token credential type
Paste your token in the Private App Access Token field

Step 3: Create Your First Workflow

Basic Example: Create a Contact from Form

Add a HubSpot node to your canvas
Select the operation Create Contact
Fill in the required fields:
- Email: The contact’s email address
- First Name: Contact’s first name (optional)
- Last Name: Contact’s last name (optional)
(Optional) Add additional fields like phone, company, or custom properties
Run the workflow to create a contact in HubSpot

Trigger Example: Run workflow when a contact is created

Add a HubSpot trigger node
Select On Contact Created or another trigger event
Configure the trigger (filter by contact properties if needed)
Add subsequent nodes to process the new contact
- Send an email notification
- Create an associated company
- Add a task for your sales team

Step 4: Configure Your Automation

Common Configurations:

Sync Data Between Systems:

Trigger: Contact created in HubSpot
Action: Create a record in your CRM or database

Smart Notifications:

Trigger: Deal moved to specific stage
Action: Send Slack/Email notification to sales team

Lead Scoring:

Trigger: Contact property changed
Action: Update HubSpot contact properties based on engagement

Bulk Operations:

Use List operations to fetch multiple records
Process them with filters and conditions
Perform batch updates

Step 5: Test and Monitor

Run a test: Click Run to test your workflow
Check HubSpot: Verify the changes appear in HubSpot
Monitor execution: View logs in NoClick to ensure workflows complete successfully
Enable triggers: Once tested, enable any triggers to start automations
Monitor performance: Check workflow history for errors or issues

Troubleshooting

“Connection failed” error:

Verify your HubSpot account has admin access
Ensure your Private App token is still valid (hasn’t been revoked)
For OAuth, try re-authorizing by disconnecting and reconnecting

“Missing permission” error:

Ensure your Private App has the required scopes for your operation
For OAuth, the app was installed with the correct permissions

No data returned from “List” operations:

Verify the HubSpot objects (contacts, companies, deals) exist
Check filters are not excluding all results
Use Get operation on a specific ID to verify connectivity

Best Practices

Start Simple: Build one workflow at a time before creating complex automations
Use Filters: Filter trigger data to reduce unnecessary workflow runs
Batch Updates: Use batch operations for better performance with large datasets
Monitor Costs: HubSpot API calls count toward your app’s rate limits
Backup Data: For critical operations, consider logging changes to a database
Test Triggers: Always test trigger workflows with sample data before enabling them

Credentials

Connect HubSpot under Credentials in the node settings. See Connecting credentials for the general flow.

OAuth

Sign in with your HubSpot account when prompted; no keys to copy. Sign in with your HubSpot account to authorize NoClick. See the setup guide for detailed installation and configuration instructions. Get your credentials here. NoClick requests the following permissions:

crm.objects.contacts.read
crm.objects.contacts.write
crm.objects.companies.read
crm.objects.companies.write
crm.objects.deals.read
crm.objects.deals.write
tickets
oauth

Personal access token

Enter the values manually when creating the credential. Create a private app in HubSpot to get your access token. See the setup guide for detailed installation and configuration instructions. Get your credentials here.

Operations

Account

Operation	ID	Description	Trigger
Get Access Token Info	`get_access_token_info`
Get Account Info	`get_account_info`
Get Contact Subscription Status	`get_contact_subscription_status`
Get Search Settings	`get_search_settings`
List Subscription Types	`list_subscription_types`
Refresh Access Token	`refresh_access_token`
Revoke Access Token	`revoke_access_token`
Validate Access Token	`validate_access_token`

Activity

Operation	ID	Description	Trigger
Create Call Activity	`create_call_activity`
Create Email Activity	`create_email_activity`
Create Meeting Activity	`create_meeting_activity`
Create Note Activity	`create_note_activity`
Create Task Activity	`create_task_activity`
Delete Call Activity	`delete_call_activity`
Delete Email Activity	`delete_email_activity`
Delete Meeting Activity	`delete_meeting_activity`
Delete Note Activity	`delete_note_activity`
Delete Task Activity	`delete_task_activity`
Get Call Activity	`get_call_activity`
Get Email Activity	`get_email_activity`
Get Meeting Activity	`get_meeting_activity`
Get Note Activity	`get_note_activity`
Get Task Activity	`get_task_activity`
List Call Activities	`list_call_activities`
List Email Activities	`list_email_activities`
List Meeting Activities	`list_meeting_activities`
List Note Activities	`list_note_activities`
List Task Activities	`list_task_activities`
Search Call Activities	`search_call_activities`
Search Email Activities	`search_email_activities`
Search Meeting Activities	`search_meeting_activities`
Search Note Activities	`search_note_activities`
Search Task Activities	`search_task_activities`
Update Call Activity	`update_call_activity`
Update Email Activity	`update_email_activity`
Update Meeting Activity	`update_meeting_activity`
Update Note Activity	`update_note_activity`
Update Task Activity	`update_task_activity`

API scope

Operation	ID	Description	Trigger
List Api Scopes	`list_api_scopes`

Association

Operation	ID	Description	Trigger
Create Record Association	`create_record_association`
Delete Record Association	`delete_record_association`
List Record Associations	`list_record_associations`

Audit log

Operation	ID	Description	Trigger
List Audit Logs	`list_audit_logs`

Blog author

Operation	ID	Description	Trigger
Create Blog Author	`create_blog_author`
Get Blog Author	`get_blog_author`
List Blog Authors	`list_blog_authors`

Blog post

Operation	ID	Description	Trigger
Create Blog Post	`create_blog_post`
Delete Blog Post	`delete_blog_post`
Get Blog Post	`get_blog_post`
List Blog Posts	`list_blog_posts`
Update Blog Post	`update_blog_post`

Blog topic

Operation	ID	Description	Trigger
Get Blog Topic	`get_blog_topic`
List Blog Topics	`list_blog_topics`

Bulk operation

Operation	ID	Description	Trigger
Batch Archive Records	`batch_archive_records`
Batch Create Records	`batch_create_records`
Batch Read Records	`batch_read_records`
Batch Update Records	`batch_update_records`
Batch Upsert Records	`batch_upsert_records`

Business unit

Operation	ID	Description	Trigger
Get Business Unit	`get_business_unit`
List Business Units	`list_business_units`

Calling extension

Operation	ID	Description	Trigger
Create Calling Extension	`create_calling_extension`
Get Calling Extension	`get_calling_extension`
List Calling Extensions	`list_calling_extensions`

Campaign

Operation	ID	Description	Trigger
Create Marketing Campaign	`create_marketing_campaign`
Delete Marketing Campaign	`delete_marketing_campaign`
Get Campaign Assets	`get_campaign_assets`
Get Marketing Campaign	`get_marketing_campaign`
List Marketing Campaigns	`list_marketing_campaigns`
Update Campaign Budget	`update_campaign_budget`
Update Marketing Campaign	`update_marketing_campaign`

Communication channel

Operation	ID	Description	Trigger
Create Communication Channel	`create_communication_channel`
Get Communication Channel	`get_communication_channel`
List Communication Channels	`list_communication_channels`

Company

Operation	ID	Description	Trigger
Create Company	`create_company`
Delete Company	`delete_company`
Get Company	`get_company`
List Companies	`list_companies`
Search Companies	`search_companies`
Update Company	`update_company`

Contact

Operation	ID	Description	Trigger
Add Contacts to List Batch	`add_contacts_to_list_batch`
Create Contact	`create_contact`
Delete Contact	`delete_contact`
Enroll Contact in Sequence	`enroll_contact_in_sequence`
Enroll Contact in Workflow	`enroll_contact_in_workflow`
Get Contact	`get_contact`
List Contacts	`list_contacts`
Search Contacts	`search_contacts`
Subscribe Contact to List	`subscribe_contact_to_list`
Unenroll Contact from Sequence	`unenroll_contact_from_sequence`
Unenroll Contact from Workflow	`unenroll_contact_from_workflow`
Unsubscribe Contact from List	`unsubscribe_contact_from_list`
Update Contact	`update_contact`

Content search

Operation	ID	Description	Trigger
Search Website Content	`search_website_content`

Conversation

Operation	ID	Description	Trigger
Get Conversation Thread	`get_conversation_thread`
List Conversation Messages	`list_conversation_messages`
List Conversation Threads	`list_conversation_threads`
Send Conversation Message	`send_conversation_message`
Update Conversation Status	`update_conversation_status`

Custom event

Operation	ID	Description	Trigger
Create Custom Event Definition	`create_custom_event_definition`
List Custom Event Definitions	`list_custom_event_definitions`
Send Custom Event	`send_custom_event`
Update Custom Event Definition	`update_custom_event_definition`

Custom object

Operation	ID	Description	Trigger
Create Custom Object Schema	`create_custom_object_schema`
Delete Custom Object Schema	`delete_custom_object_schema`
Get Custom Object Schema	`get_custom_object_schema`
List Custom Object Schemas	`list_custom_object_schemas`
Purge Custom Object Schema	`purge_custom_object_schema`
Update Custom Object Schema	`update_custom_object_schema`

Data Import/Export

Operation	ID	Description	Trigger
Create Data Export	`create_data_export`
Create Data Import	`create_data_import`
Download Data Export	`download_data_export`
Get Export Status	`get_export_status`
Get Import Status	`get_import_status`

Database (HubDB)

Operation	ID	Description	Trigger
Clone Hubdb Table	`clone_hubdb_table`
Create Hubdb Row	`create_hubdb_row`
Create Hubdb Table	`create_hubdb_table`
Delete Hubdb Row	`delete_hubdb_row`
Delete Hubdb Table	`delete_hubdb_table`
Get Hubdb Row	`get_hubdb_row`
Get Hubdb Table	`get_hubdb_table`
List Hubdb Rows	`list_hubdb_rows`
List Hubdb Tables	`list_hubdb_tables`
Publish Hubdb Table	`publish_hubdb_table`
Update Hubdb Row	`update_hubdb_row`
Update Hubdb Table	`update_hubdb_table`

Deal

Operation	ID	Description	Trigger
Create Deal	`create_deal`
Delete Deal	`delete_deal`
Get Deal	`get_deal`
List Deals	`list_deals`
Search Deals	`search_deals`
Update Deal	`update_deal`

Domain

Operation	ID	Description	Trigger
Get Domain	`get_domain`
List Domains	`list_domains`

Event attendance

Operation	ID	Description	Trigger
Create Event Attendance	`create_event_attendance`
Delete Event Attendance	`delete_event_attendance`
Get Event Attendance	`get_event_attendance`

Feedback submission

Operation	ID	Description	Trigger
Get Feedback Submission	`get_feedback_submission`
List Feedback Submissions	`list_feedback_submissions`

File

Operation	ID	Description	Trigger
Delete File	`delete_file`
Get File	`get_file`
List Files	`list_files`
Update File	`update_file`
Upload File	`upload_file`

Goal

Operation	ID	Description	Trigger
Get Goal	`get_goal`
List Goals	`list_goals`

Lead

Operation	ID	Description	Trigger
Create Lead	`create_lead`
Delete Lead	`delete_lead`
Get Lead	`get_lead`
List Leads	`list_leads`
Search Leads	`search_leads`
Update Lead	`update_lead`

Line item

Operation	ID	Description	Trigger
Create Line Item	`create_line_item`
Delete Line Item	`delete_line_item`
Get Line Item	`get_line_item`
List Line Items	`list_line_items`
Search Line Items	`search_line_items`
Update Line Item	`update_line_item`

List

Operation	ID	Description	Trigger
Create Contact List	`create_contact_list`
Delete Contact List	`delete_contact_list`
Get Contact List	`get_contact_list`
List Contact Lists	`list_contact_lists`
Update Contact List	`update_contact_list`

Marketing event

Operation	ID	Description	Trigger
Create Marketing Event	`create_marketing_event`
Delete Marketing Event	`delete_marketing_event`
Get Marketing Event	`get_marketing_event`
List Marketing Events	`list_marketing_events`
Update Marketing Event	`update_marketing_event`

Order

Operation	ID	Description	Trigger
Create Order	`create_order`
Delete Order	`delete_order`
Get Order	`get_order`
List Orders	`list_orders`
Search Orders	`search_orders`
Update Order	`update_order`

Owner

Operation	ID	Description	Trigger
List Account Owners	`list_account_owners`

Pipeline

Operation	ID	Description	Trigger
Create Pipeline	`create_pipeline`
Create Pipeline Stage	`create_pipeline_stage`
Delete Pipeline	`delete_pipeline`
Delete Pipeline Stage	`delete_pipeline_stage`
Get Pipeline	`get_pipeline`
Get Pipeline Stage	`get_pipeline_stage`
List Pipeline Stages	`list_pipeline_stages`
List Pipelines	`list_pipelines`
Replace Pipeline	`replace_pipeline`
Replace Pipeline Stage	`replace_pipeline_stage`
Update Pipeline	`update_pipeline`
Update Pipeline Stage	`update_pipeline_stage`

Product

Operation	ID	Description	Trigger
Create Product	`create_product`
Delete Product	`delete_product`
Get Product	`get_product`
List Products	`list_products`
Search Products	`search_products`
Update Product	`update_product`

Property

Operation	ID	Description	Trigger
Archive Custom Property	`archive_custom_property`
Create Custom Property	`create_custom_property`
Get Custom Property	`get_custom_property`
List Custom Properties	`list_custom_properties`
Update Custom Property	`update_custom_property`

Quote

Operation	ID	Description	Trigger
Create Quote	`create_quote`
Delete Quote	`delete_quote`
Get Quote	`get_quote`
List Quotes	`list_quotes`
Search Quotes	`search_quotes`
Update Quote	`update_quote`

Role

Operation	ID	Description	Trigger
Get Role	`get_role`
List Roles	`list_roles`

Sequence

Operation	ID	Description	Trigger
Get Sequence	`get_sequence`
List Sequences	`list_sequences`

Operation	ID	Description	Trigger
List Social Media Channels	`list_social_media_channels`

Operation	ID	Description	Trigger
Create Social Post	`create_social_post`
Delete Social Post	`delete_social_post`
Get Social Post	`get_social_post`
List Social Posts	`list_social_posts`
Schedule Social Post	`schedule_social_post`

Team

Operation	ID	Description	Trigger
Get Team	`get_team`
List Teams	`list_teams`

Ticket

Operation	ID	Description	Trigger
Create Support Ticket	`create_support_ticket`
Delete Support Ticket	`delete_support_ticket`
Get Support Ticket	`get_support_ticket`
List Support Tickets	`list_support_tickets`
Search Support Tickets	`search_support_tickets`
Update Support Ticket	`update_support_ticket`

URL mapping

Operation	ID	Description	Trigger
Create Url Redirect	`create_url_redirect`
Delete Url Redirect	`delete_url_redirect`
Get Url Redirect	`get_url_redirect`
List Url Redirects	`list_url_redirects`
Update Url Redirect	`update_url_redirect`

User

Operation	ID	Description	Trigger
Create User	`create_user`
Delete User	`delete_user`
Get User	`get_user`
List Users	`list_users`
Update User	`update_user`

Video extension

Operation	ID	Description	Trigger
Get Video Extension	`get_video_extension`
List Video Extensions	`list_video_extensions`

Visitor

Operation	ID	Description	Trigger
Get Visitor	`get_visitor`
Identify Website Visitor	`identify_website_visitor`

Webhook

Operation	ID	Description	Trigger
Create Webhook Subscription	`create_webhook_subscription`
Delete Webhook Subscription	`delete_webhook_subscription`
List Webhook Subscriptions	`list_webhook_subscriptions`
Update Webhook Subscription	`update_webhook_subscription`

Website page

Operation	ID	Description	Trigger
Create Website Page	`create_website_page`
Delete Website Page	`delete_website_page`
Get Website Page	`get_website_page`
List Website Pages	`list_website_pages`
Publish Website Page	`publish_website_page`
Update Website Page	`update_website_page`

Workflow

Operation	ID	Description	Trigger
Get Workflow	`get_workflow`
List Workflows	`list_workflows`

Other

Operation	ID	Description	Trigger
On Company Created	`on_company_created`	Trigger: fires when a company is created in the HubSpot account.	Yes
On Contact Created	`on_contact_created`	Trigger: fires when a contact is created in the HubSpot account.	Yes
On Contact Deleted	`on_contact_deleted`	Trigger: fires when a contact is deleted in the HubSpot account.	Yes
On Contact Updated	`on_contact_updated`	Trigger: fires when a contact property changes in the HubSpot account.	Yes
On Deal Created	`on_deal_created`	Trigger: fires when a deal is created in the HubSpot account.	Yes
On Deal Updated	`on_deal_updated`	Trigger: fires when a deal property changes in the HubSpot account.	Yes
On Ticket Created	`on_ticket_created`	Trigger: fires when a ticket is created in the HubSpot account.	Yes

​Setup Guide

​Prerequisites

​Step 1: Choose Your Authentication Method

​Option A: OAuth (Recommended)

​Option B: Private App Access Token

​Step 2: Connect Your HubSpot Account

​Using OAuth:

​Using Private App Access Token:

​Step 3: Create Your First Workflow

​Basic Example: Create a Contact from Form

​Trigger Example: Run workflow when a contact is created

​Step 4: Configure Your Automation

​Common Configurations:

​Step 5: Test and Monitor

​Troubleshooting

​Best Practices

​Credentials

​OAuth

​Personal access token

​Operations

​Account

​Activity

​API scope

​Association

​Audit log

​Blog author

​Blog post

​Blog topic

​Bulk operation

​Business unit

​Calling extension

​Campaign

​Communication channel

​Company

​Contact

​Content search

​Conversation

​Custom event

​Custom object

​Data Import/Export

​Database (HubDB)

​Deal

​Domain

​Event attendance

​Feedback submission

​File

​Goal

​Lead

​Line item

​List

​Marketing event

​Order

​Owner

​Pipeline

​Product

​Property

​Quote

​Role

​Sequence

​Social channel

​Social post

​Team

​Ticket

​URL mapping

​User

​Video extension

​Visitor

​Webhook

​Website page

​Workflow

​Other

Setup Guide

Prerequisites

Step 1: Choose Your Authentication Method

Option A: OAuth (Recommended)

Option B: Private App Access Token

Step 2: Connect Your HubSpot Account

Using OAuth:

Using Private App Access Token:

Step 3: Create Your First Workflow

Basic Example: Create a Contact from Form

Trigger Example: Run workflow when a contact is created

Step 4: Configure Your Automation

Common Configurations:

Step 5: Test and Monitor

Troubleshooting

Best Practices

Credentials

OAuth

Personal access token

Operations

Account

Activity

API scope

Association

Audit log

Blog author

Blog post

Blog topic

Bulk operation

Business unit

Calling extension

Campaign

Communication channel

Company

Contact

Content search

Conversation

Custom event

Custom object

Data Import/Export

Database (HubDB)

Deal

Domain

Event attendance

Feedback submission

File

Goal

Lead

Line item

List

Marketing event

Order

Owner

Pipeline

Product

Property

Quote

Role

Sequence

Social channel

Social post

Team

Ticket

URL mapping

User

Video extension

Visitor

Webhook

Website page

Workflow

Other