Interact with HubSpot in your Tarvent journeys

Learn how to use HubSpot triggers and actions inside your Tarvent journeys.

In this guide

1. Overview
2. Trigger: Deal event
3. Action: Add CRM deal
4. Action: Update CRM deal
5. Action: Add CRM task
6. Action: Add CRM note
7. Troubleshooting
8. FAQs

1 Overview

After connecting HubSpot to Tarvent, you’ll have access to a new trigger and several actions in the journey builder:

1. Trigger: Deal event
2. Action: Add CRM deal
3. Action: Update CRM deal
4. Action: Add CRM task
5. Action: Add CRM note

Details on each are provided below. For quick answers, see the FAQs.

2 Trigger: Deal event

Use this trigger to listen for deal additions or updates in HubSpot. To configure:

1. Add the Deal event trigger to your journey (under the HubSpot section).
2. Select the pipeline to monitor.
3. Select the event type (created or updated).

   Note: To monitor multiple event types, you’ll need a separate trigger for each.

4. Optional: Filter by deal stage so the trigger only fires on a specific stage. By default, it will fire for all stage changes.
5. Optional: Add contact criteria. If the contact doesn’t meet the criteria, the event won’t trigger the journey.

3 Action: Add CRM Deal

Use this action to create a deal for a contact in HubSpot:

1. Add the Add CRM Deal action (from the HubSpot section).
2. Select the pipeline where the deal will be created.
3. Set the deal name.
4. Choose the deal stage to assign at creation.
5. Optional: Update the deal amount, close date, and owner.
6. Optional: Set the deal amount, close date, and owner.
7. Optional: Add a note. It will be attached to the deal as a note in HubSpot.
8. Optional: Add contact criteria. If the contact doesn’t meet the criteria, this step will be skipped.

4 Action: Update CRM Deal

Use this action to update an existing deal for a contact:

1. Add the Update CRM Deal action.
2. Select the pipeline containing the deal.
3. Define the scope:
   • Deal from trigger: Updates the deal that triggered the journey.
     

     Note: This will only work if the contact enters the journey from a "Deal event" trigger.

   • All deals: Updates all deals associated with the contact.
   • First created deal: Updates the oldest deal associated with the contact.
   • Last modified deal: Updates the most recently modified deal associated with the contact.
4. Choose the deal stage to update to.
5. Optional: Add a note. It will be attached to the deal as a note in HubSpot.
6. Optional: Add contact criteria. If the contact doesn’t meet the criteria, this step will be skipped.

5 Action: Add CRM Task

Use this action to create a task for a contact:

1. Add the Add CRM Task action.
2. Enter a Task name.
3. Optional: Choose a task type and priority.
4. Optional: Add a Task description.
5. Optional: Set a due date. Defaults to the current date/time if blank.
6. Optional: Assign the task to a user.
7. Optional: Add contact criteria. If the contact doesn’t meet the criteria, this step will be skipped.

6 Action: Add CRM Note

Use this action to add a note for a contact:

1. Add the Add CRM Note action.
2. Enter the note content.
3. Optional: Assign an owner to the note.
4. Optional: Set a note date. Defaults to now if blank. Configure in additional settings....
5. Optional: Add contact criteria. If the contact doesn’t meet the criteria, this step will be skipped.

7 Troubleshooting

Common Issues

• Trigger or actions not showing in the journey: Confirm your HubSpot integration is active under Account > Integrations.
• Triggers not firing? Reconnect the integration under Account > Integrations to refresh the connection to HubSpot.
• Pipelines not appearing: Confirm the integration is active and connected.

8 FAQs