The Adobe Workfront Fusion HubSpot CRM modules enable you to monitor events, records, contacts, engagements, file and form submissions, or create, retrieve, update and delete records, contacts, engagements, events, or files in your HubSpot CRM account.
You must have the following access to use the functionality in this article:
Adobe Workfront plan* | Pro or higher |
Adobe Workfront license* | Plan, Work |
Adobe Workfront Fusion license** |
Current license requirement: No Workfront Fusion license requirement. Or Legacy license requirement: Workfront Fusion for Work Automation and Integration |
Product |
Current product requirement: If you have the Select or Prime Adobe Workfront Plan, your organization must purchase Adobe Workfront Fusion as well as Adobe Workfront to use functionality described in this article. Workfront Fusion is included in the Ultimate Workfront plan. Or Legacy product requirement: Your organization must purchase Adobe Workfront Fusion as well as Adobe Workfront to use functionality described in this article. |
To find out what plan, license type, or access you have, contact your Workfront administrator.
For information on Adobe Workfront Fusion licenses, see Adobe Workfront Fusion licenses.
To use HubSpot CRM modules, you must have a HubSpot CRM account.
For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions
When you configure Hubspot CRM modules, Workfront Fusion displays the fields listed below. Along with these, additional Hubspot CRM fields might display, depending on factors such as your access level in the app or service. A bolded title in a module indicates a required field.
If you see the map button above a field or function, you can use it to set variables and functions for that field. For more information, see Map information from one module to another in Adobe Workfront Fusion.
This search module searches for CRM objects by custom properties or by query. To search for products or line items, use a special connection with a required custom scope.
Connection |
For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions |
Limit | Enter or map the maximum number of items that the module will return in one execution cycle. |
Object Type to Search | Select the type of Hubspot CRM object that you want to search for. |
Output properties | Select the properties that you want to appear in the module's output. The available fields depend on the object you selected. |
Filter by | Select how you want to filter the search
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Sort by | Click if you want to sort the results. If you choose to sort results, the following fields appear.
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This action module creates contact, a company, or a deal.
Connection |
For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions |
Record Type | Select the type of record you want to create |
Properties | Fill in any properties that you want to set for the record. The available fields depend on the type of record you want to create. |
This action module gets details of a contact, a company, or a deal.
Connection |
For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions |
Record Type | Select the record type.
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Search Type | If you are getting a contact, select whether you want to identify it by ID or by Email address. |
ID | Enter the ID of the contact, company or deal that you want to retrieve. |
Enter the email address of the contact whose details you want to retrieve. |
This action module updates a contact, a company, or a deal.
Connection |
For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions |
Record Type | Select the type of record you want to update. |
Search Type | If you are getting a contact, select how you want to identify the record:
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ID | Enter the ID of the contact, company or deal that you want to update. |
Enter the email address of the contact whose details you want to update. | |
Properties | Fill in any properties that you want to set for the record. The available fields depend on the type of record you want to create. |
This action module deletes a contact, a company, or a deal.
Connection |
For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions |
Record Type | Select the type of record you want to delete. |
ID | Enter the ID of the contact, company, or deal you want to delete. |
This action module gets metadata for a specific record property by its (internal) name.
Connection |
For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions |
Record Type | Select the type of record that has the property you want to retrieve metadata for. |
Property Name | Select the property that you want to retrieve metadata for. |
Option ID | Some properties have a set of available options that a user can select as the property value. Enter the ID of the option that represents the property value you want to retrieve. |
This trigger module starts a scenario when a contact, company, or deal has been modified or created within the last 30 days. Output is limited to 10,000 records.
Connection |
For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions |
Record Type | Select the type of record that has the property you want to watch. |
Search | Select whether you want to watch recently modified or recently created records. |
Output Properties | Select the properties that you want to include in the module's output. |
Limit | Enter or map the maximum number of records you want the module to return during each scenario execution cycle. |
Creates a contact if it doesn’t exist in a portal already, or updates it with the latest property values if it does exist in a portal.
Connection |
For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions |
Properties | Fill in any properties that you want to set or update for the contact. |
Creates a group of contacts or updates them if they already exist. Performance is best when batch size is limited to 100 contacts or fewer. Changes made through this endpoint are processed asynchronously, so it can take several minutes for changes to be applied to contact records.
Connection |
For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions |
Batch of Contacts to Create/Update | Add the batch of contacts. Click Add item to add a new contact. In the window that appears, enter or map the following information:
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This module adds contact records that have already been created in the system to a contact list.
Connection |
For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions |
List ID | Select the ID of the list to which you want to add the contact. |
IDs/Emails | Select how you want to identify the contacts you want to add to the list:
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Removes a contact from a contact list.
You cannot manually remove contacts from a dynamic list.
Connection |
For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions |
List ID | Select the ID of the list from which you want to remove the contact. |
Contact ID | Enter the ID of the contact you want to remove from the list. |
Connection |
For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions |
ID 1 | Enter the ID of the one of the contacts you want to merge. |
ID 2 | Enter the ID of the other contact that you want to merge. |
Retrieves a list of contacts using the search query.
Connection |
For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions |
Query | Enter the search query. |
Limit | Enter or map the maximum number of contacts Workfront Fusion should return during one scenario execution cycle. |
Returns all contacts that have been created in the portal. The output is limited to 5000 contacts. To list previous or next contacts, you can use the advanced parameter to offset the list.
Connection |
For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions |
Limit | The maximum number of contacts Workfront Fusion should return during one scenario execution cycle. |
Output properties | Select the properties that you want to appear in the module's output. |
Retrieves a list of contacts in the company. The output is limited to 5000 contacts. To list previous or next contacts, you can use the advanced parameter to offset the list.
Connection |
For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions |
ID | Enter the ID of the company whose contacts you want to list. |
Limit | The maximum number of contacts Workfront Fusion should return during one scenario execution cycle. |
This trigger module starts a scenario when a new contact is added to a list. This is available only to users with a paid Marketing account.
Connection |
For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions |
List ID | Enter or map the ID of the list that contains the contacts you want to watch. |
Output Properties | Select the properties that you want to include in the module's output. |
Limit | Enter or map the maximum number of records you want the module to return during each scenario execution cycle. |
Returns all deal and ticket pipelines for a given portal.
Connection |
For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions |
Object Type | Select whether you want to list deals or tickets. |
Returns a specific deal pipeline…
Connection |
For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions |
Pipeline ID | Enter or map the ID of the pipeline you want to retrieve details for. |
Stage ID | Enter or map the ID of the stage you want to retrieve details for. |
Retrieves a list of companies based on an exact match to the domain property.
Connection |
For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions |
Domain | Enter the domain of the companies you want to search for, such as hubspot.com . |
Limit | The maximum number of companies Workfront Fusion should return during one scenario execution cycle. |
Output properties | Select the properties that you want to appear in the module's output. |
This module creates a folder.
Connection |
For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions |
Folder Name | Enter or map a name for the new folder. |
Parent Folder ID | Select the ID of the parent folder for the folder you are creating. |
Marks a folder as deleted.
Connection |
For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions |
ID | Enter the ID of the folder that you want to delete. |
Moves a file to a different folder.
Connection |
For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions |
File ID | Enter or map the ID of the file you want to move. |
Folder ID | Select the ID of the folder where you want to move the file. |
Name | Enter a name for the moved file. |
Deletes an existing ticket by its ID.
Connection |
For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions |
ID | Enter the ID of the ticket that you want to delete. |
Allows you to perform a custom API call.
The following endpoints were deprecated in the HubSpot API on August 31, 2023, and can no longer be used in Fusion modules.
Connection | For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions |
URL |
Enter a path relative to https://api.hubapi.com/. For example, /contacts/v1/lists/all/contacts/all For the list of available endpoints, refer to the HubSpot API Documentation. |
Method |
Select the HTTP method you want to use: GET to retrieve information for an entry. POST to create a new entry. PUT to update/replace an existing entry. PATCH to make a partial entry update. DELETE to delete an entry. |
Headers | Enter the desired request headers. You don't have to add authorization headers; we already did that for you. |
Query String | Enter the request query string. |
Body | Add the body content for the API call in the form of a standard JSON object.When using conditional statements such as |
Example: The following API call returns all contacts in your HubSpot account:
URL: /contacts/v1/lists/all/contacts/all
Method: GET
Matches of the search can be found in the module’s Output under Bundle > Body > contacts.
In our example, 3 contacts were returned:
Log in to your HubSpot developer account.
Select the Create an App option.
Enter the App Name and Save the dialog.
Select the scopes you will need for your webhook.
For example, add contacts scopes for triggering the module when a new contact is created or deleted.
The contacts scope is all you need to receive contacts, deals, and company event webhooks.
Do not fill in the Redirect URL field.