CRM steps

CRM steps read and write records in your connected CRM. Create, match, and update records and activities work across Salesforce and HubSpot; a few steps are specific to one provider.

Add a step in the Workflows builder with Add Node. CRM steps need a connected CRM (set up under Settings → Integrations) and, for assignment, the per-user integration mappings that link your Default users to their CRM identities.

Create record

Creates a new record in your CRM.

Field	What it does	How to use it
Platform	Which CRM to write to.	Choose a CRM. Only your connected CRMs appear here.
Record Type	The record type to create.	Pick the object, for example Contact or Lead. The choices depend on the platform.
Associated contact	The existing HubSpot contact this Lead belongs to.	Shown only for a HubSpot Lead. Choose a contact record ID from an earlier step; HubSpot requires every Lead to have one.
Mapped Fields	The field values to set.	Map each CRM field to a value, for example set Email to the lead’s email and the owner field to the assigned user.

The created record’s ID and full record are available to later steps.

Match record

Finds an existing record by criteria, and branches on whether one was found.

Field	What it does	How to use it
CRM	Which CRM to search.	Choose a CRM. Only your connected CRMs appear here.
Record	The record type to search.	Pick the object, for example Contact.
Match by association	HubSpot only. Look up a record associated with another record instead of matching on field values.	Toggle on, then set Source record type and Source record. When on, the step ignores Match Details and instead finds the record associated with the source record you choose.
Match Details	The criteria that define a match.	Add conditions, for example Email equals the lead’s email.
Prioritize matched records by	Which record wins when several match.	Optional. Add ordering rules, for example most recently modified first, applied in order to pick one.

The step has two branches, Match and No Match, so you can handle each case (for example update the existing record, or create a new one).

Update record

Updates fields on an existing record.

Field	What it does	How to use it
Platform	Which CRM to write to.	Choose a CRM. Only your connected CRMs appear here.
Record Type	The record type.	Pick the object.
Record to update	Which record to change.	Choose a record ID from an earlier step (a match or create).
Fields	The field values to set.	Map each field to its new value, for example set the lifecycle stage.

The updated record is available to later steps.

Convert lead

Converts a Salesforce lead into an account, contact, and optionally an opportunity. Salesforce only.

This step is still being finalized. Configuring it does not convert a lead yet, so hold off on relying on it in a live workflow until your Default contact confirms it is available.

Field	What it does	How to use it
Lead to convert	The lead to convert.	Choose a lead record ID from an earlier step.
Account to merge into (optional)	An existing account to merge the lead into.	Optional. Choose an account record ID from an earlier step. Leave empty to create a new account.
Contact to merge into (optional)	An existing contact to merge the lead into.	Optional. Choose a contact record ID from an earlier step. Leave empty to create a new contact.
Connect Converted Lead to Opportunity	Whether converting also creates or links an opportunity.	Choose None, New, or Existing.
Opportunity name	The new opportunity’s name.	Shown when the previous field is New. Enter a name, for example `Acme Corp - Expansion`.
Existing opportunity	The opportunity to link to.	Shown when the previous field is Existing. Choose an opportunity record ID from an earlier step.
Owner (Optional)	Who owns the converted records.	Optional. Choose a Salesforce user from workflow state.
Override LeadSource field	Whether to overwrite the lead source on the converted records.	Toggle on to override; off keeps the original.
Send notification E-Mail	Whether Salesforce emails the record owner about the conversion.	Toggle on to send Salesforce’s standard notification.

Create activity or engagement

Creates an activity in Salesforce or an engagement in HubSpot, depending on which CRM you pick. This step is labeled Create Activity for Salesforce and Create Engagement for HubSpot.

Field	What it does	How to use it
CRM	Which CRM to write to.	Choose Salesforce or HubSpot.
Type	The Salesforce activity type.	Salesforce only. Pick the type, for example Task or Event.
Associated record (optional)	The record to link a Salesforce activity to.	Salesforce only. Optional. Choose a record ID from an earlier step to attach the activity to that account or opportunity.
Engagement type	The HubSpot engagement type.	HubSpot only. Pick the type, for example Call, Email, Meeting, Note, or Task.
Associated record type / Associated record	The HubSpot record to link the engagement to.	HubSpot only. Optional, but if you set one you must set the other. Pick the record type, then a record ID from an earlier step.
Fields	The activity or engagement field values.	Map fields such as the subject and due date.

The created activity or engagement’s ID is available to later steps.

Match activity or engagement

Finds an existing Salesforce activity or HubSpot engagement by criteria, and branches on whether one was found. This step is labeled Match Activity for Salesforce and Match Engagement for HubSpot.

Field	What it does	How to use it
CRM	Which CRM to search.	Choose Salesforce or HubSpot.
Type	The Salesforce activity type.	Salesforce only.
Engagement type	The HubSpot engagement type.	HubSpot only.
Match Details	The criteria that define a match.	Add conditions to match on.
Prioritize matched activities by	Which activity wins when several match.	Salesforce only. Optional. Add ordering rules, applied in order to pick one.
Prioritize matched engagements by	Which engagement wins when several match.	HubSpot only. Optional. Add ordering rules, applied in order to pick one.

The step has two branches, Match and No Match.

Update activity or engagement

Updates fields on an existing Salesforce activity or HubSpot engagement. This step is labeled Update Activity for Salesforce and Update Engagement for HubSpot.

Field	What it does	How to use it
CRM	Which CRM to write to.	Choose Salesforce or HubSpot.
Type	The Salesforce activity type.	Salesforce only.
Engagement type	The HubSpot engagement type.	HubSpot only.
Record to update	Which activity or engagement to change.	Choose a record ID from an earlier step.
Fields	The field values to set.	Map each field to its new value.

Create association

Links two HubSpot records, for example a contact to a company. HubSpot only.

Field	What it does	How to use it
From record type / From record	The first record in the link.	Pick the record type, then a record ID from an earlier step.
To record type / To record	The second record in the link.	Pick the record type, then a record ID from an earlier step.
Association type	How to label the link.	Choose Default, or Labeled to pick a specific relationship.
Label	The relationship label.	Shown when Association type is Labeled. Pick a label from your HubSpot association labels, for example a “Primary contact” label if you’ve defined one.

Get record (legacy)

Get Record fetches an existing Salesforce record by ID so later steps can read its current field values. This step no longer appears in the Add Node picker, and workflows that still contain it may no longer run it. Use Match Record to look up a record instead.

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Create record

Match record

Update record

Convert lead

Create activity or engagement

Match activity or engagement

Update activity or engagement

Create association

Get record (legacy)

​Create record

​Match record

​Update record

​Convert lead

​Create activity or engagement

​Match activity or engagement

​Update activity or engagement

​Create association

​Get record (legacy)

Create record

Match record

Update record

Convert lead

Create activity or engagement

Match activity or engagement

Update activity or engagement

Create association

Get record (legacy)