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Connect HubSpot to Formatting

Build an AI agent that works across HubSpot and Formatting, on a schedule or when you click Run.

24 source actions
22 target actions

Why Connect HubSpot & Formatting?

Read what you need from HubSpot

Your agent uses HubSpot's documented actions to pull the records it needs, each time it runs.

Run a Formatting action

Then it uses one of 22 documented actions, such as [Data] Convert JSON to String, [Data] Parse JSON, [Date/Time] Add/Subtract Time.

Test it, then put it on a schedule

Run it once on your own data and check the result. Then set it to run daily, on weekdays or weekly.

Available Triggers & Actions

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HubSpot

Triggers (12)

Deleted Blog Posts

Emit new event for each deleted blog post.

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New Company Property Change

Emit new event when a specified property is provided or updated on a company. See the documentation

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New Contact Added to List

Emit new event when a contact is added to a HubSpot list. See the documentation

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New Contact Property Change

Emit new event when a specified property is provided or updated on a contact. See the documentation

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New Custom Object Property Change

Emit new event when a specified property is provided or updated on a custom object.

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New Deal In Stage

Emit new event for each new deal in a stage.

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New Deal Property Change

Emit new event when a specified property is provided or updated on a deal. See the documentation

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New Email Event

Emit new event for each new Hubspot email event.

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New Email Subscriptions Timeline

Emit new event when a new email timeline subscription is added for the portal.

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New Engagement

Emit new event for each new engagement (call, email, meeting, note, postal mail, or task) created. Per-activity docs: Calls Emails Meetings Notes Postal Mail Tasks See the documentation

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New Events

Emit new event for each new Hubspot event. Note: Only available for Marketing Hub Enterprise, Sales Hub Enterprise, Service Hub Enterprise, or CMS Hub Enterprise accounts

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New Form Submission

Emit new event for each new submission of a form.

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Actions (24)

Add Comment

Adds a comment to a thread. See the documentation

Add Contact to List

Adds a contact to a specific static list. See the documentation

Add Note to Contact

MCP and AI agents: **Prefer this action** when the user wants to **leave a note on a HubSpot contact** using a **contact ID** and note text. Exposes only hubspot, contactId, and noteBody (no engagement-type step, no reloadProps, no dynamic HubSpot schema fields). Do **not** use **Create Engagement** for this workflow. For every writable note property or non-contact associations, use **Create Note** instead. See the documentation

Archive Thread

Archives a thread (soft delete). The thread is hidden from active views but can be restored via the HubSpot UI or by listing archived threads. See the documentation

Batch Create Companies

Create a batch of companies in Hubspot. See the documentation

Batch Create or Update Contact

Create or update a batch of contacts by its ID or email. See the documentation

Batch Update Companies

Update a batch of companies in Hubspot. See the documentation

Batch Upsert Companies

Upsert a batch of companies in Hubspot. See the documentation

Clone Marketing Email

Clone a marketing email in HubSpot. See the documentation

Clone Site Page

Clone a site page in Hubspot. See the documentation

Create a New Workflow

Create a new workflow. See the documentation

Create Association

Create an association (link) between two CRM records. For example, associate a contact with a company, a deal with a contact, or a ticket with a company. Common association type IDs: contact→company (1), company→contact (2), deal→contact (3), contact→deal (4), deal→company (5), company→deal (6), ticket→contact (15), contact→ticket (16), ticket→company (26), company→ticket (25). See the documentation

Create Associations

Create associations between objects. See the documentation

Create Blog Post

Creates a new blog post in HubSpot. See the documentation

Create Communication

Create a WhatsApp, LinkedIn, or SMS message. See the documentation

Create Company

Create a company in Hubspot. See the documentation

Create Contact Workflow

Create a contact workflow in Hubspot. See the documentation

Create CRM Object

Create a new CRM record (contact, company, deal, ticket, etc.). Pass property values as a JSON object in the properties parameter. Use **Search Properties** to discover available fields for the object type, **Get Properties** to find valid enum values (e.g. lifecyclestage, dealstage), and **List Pipelines and Stages** to find valid pipeline/stage IDs for deals and tickets. Use **List Owners** to find valid hubspot_owner_id values. See the documentation

Create Custom Object

Create a new custom object in Hubspot. See the documentation

Create Deal

Create a deal in Hubspot. See the documentation

Create Engagement

Create a **task, meeting, email, call, or note** engagement with optional associations. Set **Engagement Type** and pass engagement fields in **Object Properties** (HubSpot property names, e.g. hs_note_body for notes). No reloadProps step and no **CONFIGURE_COMPONENT** requirement: association fields accept raw HubSpot IDs (use **Search CRM** or the Associations API to resolve associationType when needed). For **only** a note on a contact by ID, **Add Note to Contact** (hubspot-add-note-to-contact) is still simpler. See the documentation

Create Form

Create a form in HubSpot. See the documentation

Create Landing Page

Create a landing page in Hubspot. See the documentation

Create Lead

Create a lead in Hubspot. See the documentation

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Formatting

Actions (22)

[Data] Convert JSON to String

Convert an object to a JSON format string

[Data] Parse JSON

Parse a JSON string

[Date/Time] Add/Subtract Time

Add or subtract time from a given input

[Date/Time] Compare Dates

Get the duration between two dates in days, hours, minutes, and seconds along with checking if they are the same.

[Date/Time] Format

Format a date string to another date string. For more examples on formatting, see the Sugar Date Format documentation.

[Numbers] Format Currency

Format a number as a currency

[Numbers] Format Number

Format a number to a new style. Does not perform any rounding or padding of the number.

[Text] Convert HTML to Markdown

Convert valid HTML to Markdown text

[Text] Convert HTML to text

Convert valid HTML to text

[Text] Convert Markdown to HTML

Convert Markdown text to HTML

[Text] Decode URL

Decode a URL string

[Text] Encode URL

Encode a string as a URL

[Text] Extract by Regular Expression

Find a match for a regular expression pattern. Returns all matched groups with start and end position.

[Text] Extract Email Address

Find an email address out of a text field. Finds the first email address only.

[Text] Extract Number

Find a number out of a text field. Finds the first number only.

[Text] Extract Phone Number

Find a complete phone number out of a text field. Finds the first number only.

[Text] Extract URL

Find a web URL out of a text field. Finds the first URL only.

[Text] Replace Text

Replace all instances of any character, word or phrase in the text with another character, word or phrase.

[Text] Set Default Value

Return a default value if the text is empty

[Text] Split Text

Split the text on a character or word and return one or all segments

[Text] Transform Case

Transform case for a text input

[Text] Trim Whitespace

Removes leading and trailing whitespace

Integration Features

24 documented HubSpot actions
22 documented Formatting actions
Plain-English agent instructions
Daily, weekday or weekly schedule, or run on demand
Execution monitoring

Capability Examples

HubSpot trigger → Formatting action

Catalog example
HubSpotHubSpot

Deleted Blog Posts

FormattingFormatting

[Data] Convert JSON to String

How It Works

1

Connect Apps

Authenticate your HubSpot and Formatting accounts

2

Describe the Job

Say what to read from HubSpot and what to do in Formatting

3

Choose an Action

Select the documented Formatting operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Scheduled or On-demand Runs

Runs daily, on weekdays or weekly at a set time, or when you click Run. It does not fire on live HubSpot events yet.

Automated Actions

Use 22 documented Formatting actions each time the agent runs.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Describe the job in plain English. The agent picks theHubSpot and Formatting actions it needs.

Your Own Accounts

You connect your own HubSpot and Formatting accounts. App connections need a paid plan.

Execution Review

Test the workflow and review provider responses before relying on it in production.

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All HubSpot Integrations

Explore all available HubSpot connections

View All Integrations
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All Formatting Integrations

Explore all available Formatting connections

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Ready to Connect HubSpot & Formatting?

Build this agent in Mazaal AI and test it on your ownHubSpot and Formatting data.

Start building

Rather not build it yourself? We set up one HubSpot to Formatting agent on your accounts for A$490: a 30-minute call, a test on your real data, and 14 days of fixes. Plan billed separately. Email Enod