Update Contact's Deal

The HubSpot - Update Contact's Deal step makes it possible to set information about fields or properties for a HubSpot Deal. The deal is referenced by the Contact ID of the Contact associated with the deal. This step assumes that there is only one deal per contact.

This step has been configured such that the name of the field/property that users are setting will be loosely matched. Specifically, the capitalization and spaces in the field names should not matter - users can use "Deal Stage", "deal stage" or "dealstage" and all should match to the correct field. This could potentially lead to issues if users have two custom fields that have very similar names, differing only in Capitalization and/or spacing.

Inputs

Connection

Select a connection that contains the passwords or keys that are needed to access a specific HubSpot instance. Since users can not enter secret information directly into the step input, a connection must be created in advance. Generally, connections are created by Administrators or IT Staff who have access to the necessary credentials.

Contact ID

The Contact ID is usually found by using another step to look up a contact by email address or phone number.

Fields and Values

The Fields and Values interface is designed to enable setting multiple fields/properties with a single step. The name of the field/property that will be set is entered on the left without using quotes around the fieldname. The field name entry box only accepts text - output from other steps can not be used. The values that will be set are entered in the expression editor on the right hand side and can make use of all the standard features of the expression editor.

To increase the number of fields that will be modified use the + button to add a new Field/Value line to the UI. To remove a line, use the - button.

Outputs

message

The "message" returned by this step is valuable mainly for troubleshooting when something goes wrong. It will contain a short message from Front about the success or failure of the attempt to archive the conversation. If trips are failing at this step users may be able to learn more about the reason for the failure by looking for the message in the trip report (found in the Analytics section of the application).

success

This output can be used to check on the success of the requested change. If the change was made successfully this output will be set to True, if there was an error and the change might not have been successful then this will be set to False. This value should be used to verify that a change was completed and take action if it was not (which should be a rare occurrence)

List of Valid Deal Properties

A list of the default deal properties is available from HubSpot. To know what custom properties are available, users should be able to use the names that are visible in the UI. The full list can be accessed by looking for the "View all properties" button (see image below) when viewing a Deal.