CRM nodes - Default

CRM nodes read and write records in Salesforce and HubSpot. Some nodes share a name but use different fields or behavior for each provider. This guide shows each version separately.

Add a node in the Workflows builder with Add Node. Connect your CRM under Settings → Integrations first.To assign records, map each Default user to their CRM identity under Settings → Users.

Create record

Create Record adds a new CRM record from values in the trigger or earlier nodes. Use it when a workflow must create a lead, contact, account, company, deal, or another supported object. Later nodes can use the created record’s ID and fields.

Salesforce

Salesforce can create a record or update a record that has the same match-field value.

Field	What it does	How to use it
Platform	Selects the CRM.	Choose Salesforce.
Record Type	Selects the standard or custom object to create.	Choose the object, for example Lead, Contact, Account, or Opportunity.
Mapped Fields	Sets the new record’s field values.	Map each Salesforce field to a fixed value or data from an earlier node.
Update on conflict	Finds and updates a record instead of creating a duplicate.	Turn it on when one Salesforce field uniquely identifies the record.
Match field	Selects the field used to find an existing record.	Choose the unique field after you turn on Update on conflict.

Use Update on conflict for an intake flow that can receive the same lead more than once. Leave it off when every run must create a separate record.

HubSpot

HubSpot creates a new record from the mapped values. This version does not have Update on conflict. Use Match Record before Create Record when you must prevent duplicates.

Field	What it does	How to use it
Platform	Selects the CRM.	Choose HubSpot.
Record Type	Selects the object to create.	Choose the object, for example Contact, Company, Deal, or Lead.
Associated contact	Connects a new HubSpot Lead to its primary contact.	Required only when Record Type is Lead. Choose an existing HubSpot contact from an earlier node.
Mapped Fields	Sets the new record’s property values.	Map each HubSpot property to a fixed value or data from an earlier node.

Match record

Match Record finds one CRM record and follows either Match or No Match. Use it before an update, association, or create node when the record might already exist. When several records match, the node uses Prioritize matched records by rules in order. Later nodes on the Match branch can use the matched record’s ID and fields.

Salesforce

Salesforce matches the selected object against field conditions.

Field	What it does	How to use it
CRM	Selects the CRM.	Choose Salesforce.
Record	Selects the standard or custom object to search.	Choose the object, for example Lead, Contact, or Account.
Match Details	Defines which field values must match.	Compare Salesforce fields with fixed values or data from the trigger and earlier nodes.
Prioritize matched records by	Selects one result when several records match.	Add tiebreakers in the order Default must apply them.

For example, match a Contact by email. Then use Match to update it and No Match to create it.

HubSpot

HubSpot can match on property values or through an association with another record.

Field	What it does	How to use it
CRM	Selects the CRM.	Choose HubSpot.
Record	Selects the object to find.	Choose the object, for example Contact, Company, Deal, or Lead.
Match by association	Finds a record connected to another HubSpot record.	Turn it on when an earlier node already found or created the related record.
Source record type	Selects the related record’s object type.	Set it after you turn on Match by association.
Source record	Selects the related record.	Choose its record ID from an earlier node.
Match Details	Defines which property values must match.	Use these conditions when Match by association is off.
Prioritize matched records by	Selects one result when several records match.	Add tiebreakers in the order Default must apply them.

For example, turn on Match by association to find the Company connected to a Contact that an earlier node matched.

Match Default Record

Match Default Record searches records stored in Default. It does not use Salesforce or HubSpot, so it needs no CRM integration. Use it when a later node needs a Default record selected by conditions. Queue is the only supported record type today.

Field	What it does	How to use it
Record	Selects the Default record type.	Choose Queue.
Match Details	Defines which queue values must match.	Add conditions using queue fields.
Prioritize matched records by	Selects one queue when several match.	Add tiebreakers in the order Default must apply them.

The node follows Match or No Match. A later routing node can use the matched queue.

Update record

Update Record changes fields on one record. Use it after a trigger, match node, or create node has supplied the record ID.

Salesforce

Salesforce updates the selected record, then reads the full record back. Later nodes can use the updated ID and fields.

Field	What it does	How to use it
Platform	Selects the CRM.	Choose Salesforce.
Record Type	Selects the record’s object type.	Choose the same object type as the record ID.
Record to update	Selects the record.	Choose a Salesforce record ID from the trigger or an earlier node.
Fields	Sets the new values.	Map each Salesforce field to a fixed value or data from an earlier node.

HubSpot

HubSpot updates the selected record and returns its updated properties. Later nodes can use the updated ID and fields.

Field	What it does	How to use it
Platform	Selects the CRM.	Choose HubSpot.
Record Type	Selects the record’s object type.	Choose the same object type as the record ID.
Record to update	Selects the record.	Choose a HubSpot record ID from the trigger or an earlier node.
Fields	Sets the new values.	Map each HubSpot property to a fixed value or data from an earlier node.

For both providers, Default skips a mapped value when its earlier data is missing. Choose Set field to null in the value picker when you intend to clear a field.

Convert lead

Convert Lead converts a Salesforce Lead into an Account and Contact. It can also create a new Opportunity. Use it after your qualification path decides that the lead is ready for the account and opportunity process. This node is Salesforce-only. It uses the first converted lead status configured in your Salesforce organization. If the Lead is already converted, the node returns its existing converted record IDs and continues without a second conversion.

Field	What it does	How to use it
CRM	Shows the required CRM.	Salesforce is selected and cannot be changed.
Lead to convert	Selects the Lead.	Choose a Salesforce Lead ID from an earlier node.
Account to merge into (optional)	Uses an existing Account instead of creating one.	Optional. Choose a Salesforce Account ID from an earlier node.
Contact to merge into (optional)	Uses an existing Contact instead of creating one.	Optional. Choose a Salesforce Contact ID from an earlier node.
Connect Converted Lead to Opportunity	Controls Opportunity creation.	Choose None or New.
Opportunity name	Sets the new Opportunity’s name.	Required when the previous field is New.
Owner (Optional)	Sets the owner of the converted records.	Optional. Choose a mapped Salesforce user.
Override LeadSource field	Copies the Lead’s source over existing source values.	Turn it on only when the converted records must use the Lead’s source.
Send notification E-Mail	Tells Salesforce to email the record owner.	Turn it on when the owner must receive Salesforce’s conversion email.

Later nodes can use the Lead, Account, Contact, and optional Opportunity IDs.

Create activity or engagement

This shared node creates a Salesforce activity or a HubSpot engagement. Its name changes to match the selected provider.

Salesforce: Create Activity

Use Create Activity when Salesforce must record a task, event, or another activity type.

Field	What it does	How to use it
CRM	Selects the CRM.	Choose Salesforce.
Type	Selects the Salesforce activity object.	Choose an available type, such as Task or Event.
Fields	Sets the activity’s fields.	Map the subject, date, owner, and other fields.
Associated record (optional)	Connects the activity to another Salesforce record.	Optional. Choose a record ID from an earlier node.

HubSpot: Create Engagement

Use Create Engagement when HubSpot must record a Note, Call, Meeting, Task, Email, or Postal mail.

Field	What it does	How to use it
CRM	Selects the CRM.	Choose HubSpot.
Engagement type	Selects the item to create.	Choose the engagement type.
Fields	Sets the engagement’s properties.	Map the available properties for the selected type.
Associated record type	Selects an optional related object.	Optional. Choose a type such as Contact, Company, or Deal.
Associated record	Selects the related record.	Choose a HubSpot record ID after you select its type.

Later nodes can use the created activity or engagement ID and returned record data.

Match activity or engagement

This shared node finds a Salesforce activity or HubSpot engagement. It follows Match or No Match. Use it to prevent duplicates or to find an item before an update.

Salesforce: Match Activity

Field	What it does	How to use it
CRM	Selects the CRM.	Choose Salesforce.
Type	Selects the activity object to search.	Choose the Salesforce activity type.
Match Details	Defines which field values must match.	Add conditions using fields from the selected activity type.
Prioritize matched activities by	Selects one result when several activities match.	Add tiebreakers in the order Default must apply them.

HubSpot: Match Engagement

Field	What it does	How to use it
CRM	Selects the CRM.	Choose HubSpot.
Engagement type	Selects the engagement object to search.	Choose Note, Call, Meeting, Task, Email, or Postal mail.
Match Details	Defines which property values must match.	Add conditions using properties from the selected engagement type.
Prioritize matched engagements by	Selects one result when several engagements match.	Add tiebreakers in the order Default must apply them.

Update activity or engagement

This shared node changes an existing Salesforce activity or HubSpot engagement. Use it after an earlier node supplies the activity or engagement ID.

Salesforce: Update Activity

Field	What it does	How to use it
CRM	Selects the CRM.	Choose Salesforce.
Type	Selects the activity object.	Choose the same type as the record ID.
Record to update	Selects the activity.	Choose a Salesforce activity ID from an earlier node.
Fields	Sets the new values.	Map the Salesforce fields to change.

HubSpot: Update Engagement

Field	What it does	How to use it
CRM	Selects the CRM.	Choose HubSpot.
Engagement type	Selects the engagement object.	Choose the same type as the record ID.
Record to update	Selects the engagement.	Choose a HubSpot engagement ID from an earlier node.
Fields	Sets the new values.	Map the HubSpot properties to change.

For both providers, Default skips a mapped value when its earlier data is missing. Choose Set field to null when you intend to clear a field.

Create association

Create Association links two HubSpot records. Use it after earlier nodes have found or created both records. This node is HubSpot-only.

Field	What it does	How to use it
CRM	Shows the required CRM.	HubSpot is selected and cannot be changed.
From record type	Selects the first record’s object type.	Choose the source object type.
From record	Selects the first record.	Choose its HubSpot record ID from an earlier node.
To record type	Selects the second record’s object type.	Choose the target object type.
To record	Selects the second record.	Choose its HubSpot record ID from an earlier node.
Association type	Selects a standard or labeled relationship.	Choose Default or Labeled.
Label	Selects the HubSpot relationship label.	Required when Association type is Labeled.

For example, connect a Contact to a Company. Choose Labeled only when your HubSpot setup uses a specific relationship label.

Get record (removed)

Get Record is no longer registered and does not appear in Add Node. A saved workflow that still contains it cannot run that node. Remove it and use Match Record to find the record.

​Create record

​Salesforce

​HubSpot

​Match record

​Salesforce

​HubSpot

​Match Default Record

​Update record

​Salesforce

​HubSpot

​Convert lead

​Create activity or engagement

​Salesforce: Create Activity

​HubSpot: Create Engagement

​Match activity or engagement

​Salesforce: Match Activity

​HubSpot: Match Engagement

​Update activity or engagement

​Salesforce: Update Activity

​HubSpot: Update Engagement

​Create association

​Get record (removed)

Create record

Salesforce

HubSpot

Match record

Salesforce

HubSpot

Match Default Record

Update record

Salesforce

HubSpot

Convert lead

Create activity or engagement

Salesforce: Create Activity

HubSpot: Create Engagement

Match activity or engagement

Salesforce: Match Activity

HubSpot: Match Engagement

Update activity or engagement

Salesforce: Update Activity

HubSpot: Update Engagement

Create association

Get record (removed)