HubSpot - Create engagement action
The Create engagement action creates an engagement, such as an email, call, meeting, task, or note, on an object in HubSpot. An engagement is useful for keeping your CRM records up-to-date with interactions that take place outside of HubSpot. Activity reporting in the CRM also uses this data.
Input
| Input field | Description | |
|---|---|---|
| Engagement | Active | Indicates whether the engagement is active. |
| Type | The type of engagement. The available values are Email, Call, Meeting, Task, and Note. | |
| Timestamp | This timestamp is treated as the time that the engagement happened, and determines where the engagement appears in the timeline for any associated records. | |
| Owner ID | Owner ID of the engagement. Task engagements use the ownerId to populate the Assigned to field. | |
| Associations | Contact | Contact IDs to be associated with the engagement. You can associate engagements with objects to ensure they're displayed correctly in the UI. |
| Company | Company IDs to be associated with the engagement. You can associate engagements with objects to ensure they're displayed correctly in the UI. | |
| Deal | Deal IDs to be associated with the engagement. You can associate engagements with objects to ensure they're displayed correctly in the UI. | |
| Owner | Owner IDs to be associated with the engagement. You can associate engagements with objects to ensure they're displayed correctly in the UI. | |
| Attachments | ID of items to be attached to the engagement. | |
Output
If the request is successful, Workato returns a record representing the newly created engagement. You can use these datapills in subsequent recipe steps. Refer to the HubSpot documentation to learn more about the available fields for creating an engagement.
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