Excel Add-In for HubSpot

Build 25.0.9434

InsertEngagement

Inserts a new engagement record in HubSpot, such as a call, email, or task. Retrieval of existing engagements is limited via API.

Input

Name Type Description
EngagementType String Specifies the type of engagement to create, such as NOTE, EMAIL, TASK, or MEETING.

The allowed values are NOTE, EMAIL, TASK, MEETING.

EngagementTime String Datetime indicating when the engagement occurred.
EngagementIsActive String Boolean flag indicating whether the engagement is active.
AssociatedContacts String Comma-separated list of contact IDs to associate with the engagement.
AssociatedCompanies String Comma-separated list of company IDs to associate with the engagement.
AssociatedDeals String Comma-separated list of deal IDs to associate with the engagement.
AssociatedOwners String Comma-separated list of owner user IDs to associate with the engagement.
NoteBody String Text content of a note engagement. Only applicable if EngagementType is NOTE.
FromEmail String Sender's email address. Used only when EngagementType is EMAIL.
FromFirstName String Sender's first name. Used only when EngagementType is EMAIL.
FromLastName String Sender's last name. Used only when EngagementType is EMAIL.
ToEmail String Comma-separated list of recipient email addresses. Used only when EngagementType is EMAIL.
EmailCC String Comma-separated list of email addresses to be CC'd. Used only when EngagementType is EMAIL.
EmailBCC String Comma-separated list of email addresses to be BCC'd. Used only when EngagementType is EMAIL.
EmailSubject String Subject line of the email. Used only when EngagementType is EMAIL.
EmailHtml String HTML-formatted body content of the email. Used only when EngagementType is EMAIL.
EmailText String Plain text version of the email body. Used only when EngagementType is EMAIL.
TaskBody String Description or details of the task. Used only when EngagementType is TASK.
TaskStatus String Current status of the task, such as Not Started or Completed. Used only when EngagementType is TASK.
TaskForObjectType String Type of object the task is associated with, such as CONTACT. Used only when EngagementType is TASK.
MeetingBody String Description or agenda of the meeting. Used only when EngagementType is MEETING.
MeetingStartTime String Scheduled start datetime of the meeting. Used only when EngagementType is MEETING.
MeetingEndTime String Scheduled end datetime of the meeting. Used only when EngagementType is MEETING.
MeetingTitle String Title of the meeting. Used only when EngagementType is MEETING.

Result Set Columns

Name Type Description
Id String Unique ID returned for the newly created engagement.

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Build 25.0.9434