> ## Documentation Index
> Fetch the complete documentation index at: https://docs.os.default.com/llms.txt
> Use this file to discover all available pages before exploring further.
# CRM steps
> Create, find, and update records and activities in Salesforce and HubSpot from a workflow.
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](/settings/users) 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.
{/* TODO screenshot: Create record step with Platform, Record Type, and Mapped Fields */}
{/* TODO screenshot: Create activity or engagement step, HubSpot engagement type selected */}