HubSpot and Gong

HubSpot

Triggers

• New contactRuns when a contact is created in HubSpot, by a form, an import, a person or another app.
• New companyRuns when a company is created in HubSpot, by a person, an import, a form or another app. Companies already there when the workflow is turned on don't start it.
• New dealRuns when a deal is created in HubSpot, in any pipeline.
• Deal reached a stageRuns when a deal enters the stage you choose in HubSpot, such as Closed won, however long ago the deal was created. A deal that leaves the stage and comes back runs it again.
• Property changedRuns when a property you choose is set or changed on a contact, company or deal in HubSpot, such as a contact's lifecycle stage, or only when it changes to the value you give, such as customer.
• New form submissionRuns when someone fills in and submits one of your HubSpot forms.

Actions

• Create a contactAdd a contact by email address. If someone already has that email, their details are updated instead, so nobody is added twice.
• Find a contact by emailFind the contact with an email address. The step fails when nobody has it. To add someone only if they're new, use Create a contact instead, which never adds the same email twice.
• Find contacts by name, email or companyLook up contacts by a name, email address, phone number or company, best match first, the way HubSpot's own search box does.
• Update a contactChange a contact's details, such as their name, phone number or company.
• List contactsList contacts, oldest first, for a quick look. To report on recent leads, use Find contacts created in a date range.
• Find contacts created in a date rangeFind contacts created since a date, newest first, with a count of every one that matches.

Gong

Triggers

• New callRuns when a new call is ready in Gong, with its title, link, times and who took part. A call is ready once Gong has processed its recording, a while after the call ends.

Actions

• List callsList recorded calls, oldest first, with who took part in each. Filter by when they started, workspace or host. Returns up to 100; to see more, run it again with the next page it gives.
• Get callGet everything Gong knows about a call: who took part, Gong's brief, outline, highlights, key points and outcome, topics, trackers, talk time, comments, linked CRM records and links to the recording.
• Get call transcriptGet a call's transcript as readable text, each line naming who spoke and when, ready for an AI step. Each part is also given with its speaker, topic and timing.
• Add callAdd a call recorded somewhere else, such as a dialer or phone system, to Gong. Gong downloads the recording from its link, then transcribes and analyses it like any other call.
• List usersList the company's Gong users with their email, title, manager and whether they are active. Returns up to 100; to see more, run it again with the next page it gives.
• Get userGet one Gong user with their email, title and manager.