HubSpot Sync

The HubSpot Sync activity pulls recently updated records from a configured HubSpot integration into the Una model.

Purpose

Use the HubSpot Sync activity to:

• Keep Una CRM data up to date with HubSpot on a scheduled basis
• Trigger an on-demand HubSpot sync as part of a broader data workflow
• Combine a HubSpot sync with downstream reporting or notification steps

Prerequisites

A HubSpot CRM integration must be configured in Una (under Settings → Integrations). The integration defines the HubSpot API credentials and the object mappings to sync.

Configuration

Integration

Select the configured HubSpot integration from the dropdown. The dropdown lists all CRM integrations of type HubSpot that have been set up.

Cutoff Date (Last N Days)

The number of days to look back when determining which records have been updated. Only records modified within this window are synced.

• Default: 7 days
• Minimum: 1 day
• Maximum: 100 days

This is a rolling window from the current date at runtime, not a fixed date range.

Behavior

1. The configured HubSpot integration is loaded by its ID.
2. The cutoff date is calculated as today − LastNDays.
3. The integration provider syncs all records modified since the cutoff date.
4. On success the activity returns Success. On any exception, the error is logged and the activity returns Error.

Usage Patterns

Daily HubSpot Sync

(Scheduled) ──> HubSpot Sync ──> Run Calculation ("RefreshPipelineMetrics")
                  └── Integration: HubSpot Production
                      Last N Days: 1

Usage Notes

• The sync window is always relative to the current date.
• The integration must exist and be active at runtime. Deleted or misconfigured integrations will cause the activity to fail.
• The data synced (contacts, deals, companies, etc.) is determined by the integration configuration, not this activity.

Best Practices

• For daily scheduled workflows, set Last N Days to 1 or 2.
• Wire an error arrow to a notification activity so HubSpot API failures are surfaced.
• Coordinate the sync schedule with the HubSpot API rate limits if syncing large volumes of records frequently.

JSON Reference

{
  "discriminator": "HubspotSyncWorkflowActivity",
  "activityId": "<uuid>",
  "name": "HubSpot Sync",
  "positionX": 0,
  "positionY": 0,
  "advanceRule": 2,
  "lastNDays": 7,
  "integrationId": 42
}

Property	Type	Description
lastNDays	integer	Corresponds to the Cutoff Date (Last N Days) field. Number of days to look back for updated records. Defaults to 7.
integrationId	integer	Corresponds to the Integration dropdown. The numeric ID of the configured HubSpot CRM integration.