![]() ![]() Select the type of record that has the property you want to watch. This trigger module starts a scenario when a contact, company, or deal has been modified or created within the last 30 days. Enter the ID of the option that represents the property value you want to retrieve. Some properties have a set of available options that a user can select as the property value. Select the property that you want to retrieve metadata for. Select the type of record that has the property you want to retrieve metadata for. This action module gets metadata for a specific record property by its (internal) name. Select the type of record you want to delete.Įnter the ID of the contact, company, or deal you want to delete. This action module deletes a contact, a company, or a deal. If you are getting a contact, select how you want to identify the record:Įnter the ID of the contact, company or deal that you want to update.Įnter the email address of the contact whose details you want to update. Select the type of record you want to update. This action module updates a contact, a company, or a deal. If you are getting a contact, select whether you want to identify it by ID or by Email address.Įnter the ID of the contact, company or deal that you want to retrieve.Įnter the email address of the contact whose details you want to retrieve. This action module gets details of a contact, a company, or a deal. The available fields depend on the type of record you want to create. Select the type of record you want to createįill in any properties that you want to set for the record. This action module creates contact, a company, or a deal. Select the property by which you want to sort resultsĬhoose whether you want to sort the results in an ascending or descending direction. If you choose to sort results, the following fields appear. The available fields depend on the object you selected.Įnter the groups or filters for your search.Ĭlick if you want to sort the results. Select the properties that you want to appear in the module's output. Select the type of Hubspot CRM object that you want to search for. To search for products or line items, use a special connection with a required custom scope.įor instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructionsĮnter or map the maximum number of items that the module will return in one execution cycle. This search module searches for CRM objects by custom properties or by query. Records (Deals, Contacts, and Companies).For more information, see Map information from one module to another in Adobe Workfront Fusion. If you see the map button above a field or function, you can use it to set variables and functions for that field. A bolded title in a module indicates a required field. Along with these, additional Hubspot CRM fields might display, depending on factors such as your access level in the app or service. When you configure Hubspot CRM modules, Workfront Fusion displays the fields listed below. Connect Adobe Workfront Fusion to HubSpot CRMįor instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions HubSpot CRM modules and their fields To use HubSpot CRM modules, you must have a HubSpot CRM account. To find out what plan, license type, or access you have, contact your Workfront administrator.įor information on Adobe Workfront Fusion licenses, see Adobe Workfront Fusion licenses. ![]() Legacy product requirement: 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. Legacy license requirement: Workfront Fusion for Work Automation and IntegrationĬurrent 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. You must have the following access to use the functionality in this article: Adobe Workfront plan*Ĭurrent license requirement: No Workfront Fusion license requirement. 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. ![]()
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