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v1

latestOpenAPI 3.1.02026-08-04253331435.1 KB
CRM

Push Signal to CRM

Push a signal to HubSpot CRM as either a note or a task.

Action Types:

  • note: Records the signal as a note on the HubSpot company. Use this to document the signal for future reference.

  • task: Creates a follow-up task on the HubSpot company. Use this when the signal requires action. Tasks include due dates, priority levels, and can be assigned to team members.

Requirements:

  • Active HubSpot integration
  • CRM mapping between the signal's institution and a HubSpot company (create via /api/v3/crm/{integration_id}/mappings)
post/api/v3/crm/{integration_id}/signals/{signal_id}

Path parameters

integration_idstring uuid required

The CRM integration ID

The CRM integration ID

signal_idstring required

The signal ID to push

The signal ID to push

Request body

action_type'note' | 'task' | 'post' | 'lead' required

Type of CRM action to perform on a signal.

subscription_idstring nullable

Target workflow subscription (Zap) chosen by the user. Only used for workflow providers like Zapier.

Response

Successful Response

successboolean required
action_type'note' | 'task' | 'post' | 'lead' required

Type of CRM action to perform on a signal.

crm_idstring required

The created CRM object ID (note, task, post, or lead)

company_idstring required

The CRM company/account ID. Empty string for lead pushes since leads are not tied to a company.

messagestring required