This article describes the actions available when you connect HubSpot to HappyFox Workflows, and lists the CRM operations you can automate with this integration.
Applicable Plans: ✔️ Basic ✔️ Team ✔️ Pro ✔️ Enterprise
Triggers
The HubSpot integration does not provide triggers. Workflows that include HubSpot actions are started by a HappyFox Help Desk trigger or another connected app.
Actions
HubSpot actions let you create, update, and retrieve CRM records — tickets, contacts, companies, deals, and custom objects — and manage associations and notes directly from a workflow step.
Tickets
| Action | What it does |
|---|---|
| Create Ticket | Creates a new support ticket record in HubSpot. |
| Update Ticket | Updates the fields of an existing HubSpot ticket record, such as its status, priority, or owner. |
| Get Ticket | Retrieves the details of a specific HubSpot ticket record for use in subsequent workflow steps. |
Contacts and companies
| Action | What it does |
|---|---|
| Get Contact | Retrieves the details of a specific HubSpot contact record for use in subsequent workflow steps. |
| Get Company | Retrieves the details of a specific HubSpot company record for use in subsequent workflow steps. |
| Update Company | Updates the fields of an existing HubSpot company record. |
Deals and custom objects
| Action | What it does |
|---|---|
| Get Deal | Retrieves the details of a specific HubSpot deal record for use in subsequent workflow steps. |
| Get Custom Object | Retrieves the details of a specific HubSpot custom object record for use in subsequent workflow steps. |
| Create Custom Object Record | Creates a new record for a custom object type in HubSpot. |
| Update Custom Object Record | Updates the fields of an existing HubSpot custom object record. |
Associations, notes, and logging
| Action | What it does |
|---|---|
| Create Associations | Creates an association between two HubSpot CRM objects — for example, linking a contact to a company or a ticket to a deal. |
| Remove Associations | Removes an existing association between two HubSpot CRM objects. |
| Add Note to Custom Object Record | Adds a note to a custom object record in HubSpot. |
| Edit Note to Custom Object Record | Edits an existing note on a custom object record in HubSpot. |
| Log Email to Custom Object Record | Logs an email interaction against a custom object record in HubSpot. |
Use cases
Create a HubSpot ticket when a HappyFox ticket is escalated: When a ticket is escalated in HappyFox Help Desk, automatically create a corresponding HubSpot ticket record — so customer success and account management teams who work in HubSpot have visibility into escalations without needing access to HappyFox Help Desk.
Retrieve contact and company context for an agent: When a ticket is created in HappyFox Help Desk, use the Get Contact and Get Company actions to retrieve the customer's CRM profile from HubSpot and add key details — such as their lifecycle stage, account owner, or plan tier — as a private note on the ticket, giving agents immediate context without switching tools.
Link a HubSpot deal to a support ticket: When a ticket is raised by a contact with an open HubSpot deal, use Create Associations to link the HubSpot ticket record to the relevant deal — so account executives can see active support cases alongside their pipeline without manual cross-referencing.
Update a HubSpot company record when a ticket reveals new information: When a ticket contact provides updated company information — such as a new billing contact or company name — use the Update Company action to keep the HubSpot record current without requiring a manual update in the CRM.
Log support interactions against a custom object: When a ticket is resolved for a customer tracked as a custom object in HubSpot — such as a partner, reseller, or enterprise account — use the Log Email to Custom Object Record action to record the support interaction against that object, maintaining a complete activity history in HubSpot.
Remove stale associations when tickets are merged or closed: When a ticket is merged or closed in HappyFox Help Desk, use Remove Associations to clean up outdated links between HubSpot records — preventing stale associations from cluttering the CRM and confusing account teams.