HubSpot Actions in Workflows

You can now trigger HubSpot actions directly from the workflow builder.

Two actions are available:

  • Create ticket on company — creates a HubSpot ticket associated to the customer's company

  • Create note on company — creates a HubSpot note associated to the customer's company

Both actions support {{ }} variable interpolation in the subject, content, body, and any custom ticket properties. {{thread.url}} is available as a built-in variable.

Example rule: "On thread creation → create a ticket in HubSpot."

HubSpot actions only appear in the builder if your workspace has HubSpot connected.

Designed, built and written by

Ethel Ng

Engineering

David Leyland

Engineering

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Join the teams who rely on Plain to provide world-class support

Join the teams who rely on Plain to provide world-class support