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Reference · Nodes

Sales integrations and nodes

Sales nodes keep CRMs and online stores in step with what happens elsewhere. HubSpot, Salesforce, Pipedrive and Zoho CRM create and update contacts, deals and leads; Shopify, WooCommerce and Magento 2 manage orders, products and customers; and Clearbit, Hunter and Dropcontact enrich a lead with company data and email addresses. Triggers for the main CRMs and stores start a workflow when a record changes or an order is placed.

25 nodes — 17 actions and 8 triggers. Every page documents the shipped node: real parameters, real outputs, real error behaviour.

CRMs, stores and lead data

CRMs. HubSpot manages contacts, companies, deals, tickets and engagements. Salesforce creates and updates records, runs SOQL queries and uploads attachments. Pipedrive manages deals, leads, persons, organizations and their files. Zoho CRM, Keap, Affinity and Salesmate cover the same ground in their own platforms.

Stores and payments. Shopify manages orders and products, WooCommerce manages products, orders and customers, and Magento 2 adds invoices. Paddle manages subscriptions, coupons and payments, and Tapfiliate manages affiliates.

Lead data. Clearbit and Uplead enrich companies and people, Hunter finds and verifies email addresses for a domain, Dropcontact finds B2B emails, and LoneScale builds prospect lists.

A sales workflow usually starts from a trigger in this category, checks or enriches the record with a lead-data node, and writes the result to the CRM with an operation that matches on a key, such as HubSpot’s create-or-update by email or Zoho CRM’s upsert, so that running it twice on the same lead does not create a duplicate.

Triggers

Webhook triggers: HubSpot Trigger, Pipedrive Trigger, Copper Trigger, Affinity Trigger, Shopify Trigger, WooCommerce Trigger and Gumroad Trigger. Polling: Salesforce Trigger.

Example workflows

  • New order into the CRM. Shopify Trigger fires when an order is created, HubSpot creates or updates the customer’s contact by email, and HubSpot creates a deal in a pipeline stage.
  • Find the right contact. Hunter finds the email addresses at a company’s domain, Hunter verifies that the chosen address is deliverable, and Pipedrive creates a lead associated with the organization.
  • Enrich every new contact. HubSpot Trigger fires when a contact is created, Uplead enriches the person by email address, and Zoho CRM creates the contact with the enriched fields.

Actions

Affinity Manage organizations, persons, lists, and list entries in the Affinity relationship intelligence CRM. Action Clearbit Enrich company and person data using the Clearbit API for sales intelligence and lead scoring. Action Dropcontact Find B2B emails and enrich contacts using the Dropcontact API, or retrieve results from a previous enrichment request. Action HubSpot Manage contacts, companies, deals, tickets, engagements, and contact lists in the HubSpot CRM platform. Action Hunter Find email addresses for a domain, generate likely emails for individuals, and verify email deliverability using Hunter. Action Keap Manage companies, contacts, notes, tags, e-commerce orders, products, emails, and files in Keap (formerly Infusionsoft). Action (binary) LoneScale Create prospect lists and add items (contacts/companies) to lists in LoneScale, a sales intelligence and buying signals platform. Action Magento 2 Manage customers, products, orders, and invoices for an e-commerce store using the Magento 2 platform. Action Paddle Manage payments, subscriptions, coupons, products, and users via the Paddle Classic API Action Pipedrive Full CRUD integration with the Pipedrive CRM platform. Manages activities, deals, deal products, files, leads, notes, organizations, persons, and products. Action (binary) Salesforce Full CRUD operations against Salesforce CRM REST API v59.0 with binary attachment and document support. Action (binary) Salesmate Manage companies, sales activities like calls and meetings, and deals within the Salesmate CRM platform, including searching with complex filter conditions. Action Shopify Manage orders and products within a Shopify online store, including creating, retrieving, updating, and deleting these resources. Action Tapfiliate Manage affiliates, affiliate metadata, and program-affiliate relationships through the Tapfiliate affiliate marketing platform API. Action Uplead Look up B2B company and person enrichment data from the Uplead sales intelligence platform. Action WooCommerce Manage products, orders, and customers on a WordPress e-commerce store using the WooCommerce plugin's API, supporting comprehensive data structures for sales operations. Action Zoho CRM Interact with the Zoho CRM API v2 to manage accounts, contacts, deals, leads, invoices, products, purchase orders, quotes, sales orders, and vendors. Action

Triggers

Nodes that START a workflow when something happens.

Frequently asked questions

Which sales events can start a workflow?

HubSpot Trigger, Pipedrive Trigger, Copper Trigger and Affinity Trigger receive webhooks for CRM records such as contacts, deals and organizations, and Salesforce Trigger polls for new or modified records. Shopify Trigger, WooCommerce Trigger and Gumroad Trigger fire on store events such as orders, customers and sales, and LoneScale Trigger fires on buying signals for tracked prospects.

Does HubSpot Trigger use the same credential as HubSpot?

No. The HubSpot node connects with a HubSpot API credential, while HubSpot Trigger uses a HubSpot Developer API credential made of a developer API key, an app ID and a client secret. Most other pairs share one type: Pipedrive and Pipedrive Trigger both use Pipedrive API, Shopify and Shopify Trigger both use Shopify API, and Salesforce and Salesforce Trigger both use Salesforce OAuth2.

How do sales nodes combine with AI nodes?

AI nodes turn unstructured input into CRM fields. OpenAI Structured Output extracts contact details from an email or a form into a JSON object, HubSpot creates or updates the contact by email, and If checks a deal amount against a threshold before anyone is notified.

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