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How to Update Records Between HubSpot Portals (Portal A to Portal B) | Custom Coded Action | API

In this video, I’ll show you how to update records from Portal A to Portal B in HubSpot using a custom script. Whether you’re working with contacts, custom objects, or unique property values, this tutorial will guide you step-by-step on how to:

  • Search for existing records in Portal B.
  • Create a new record if it doesn’t exist.
  • Update an existing record if it’s found.
  • Exchange record IDs between portals for future reference.

I’ll also walk you through the script, explaining how it works and how you can adapt it for your own use case. Plus, I’ll test the script live to demonstrate how it updates a record in real-time. 🔗 HubSpot API Documentation: Link to HubSpot API Docs 📝 Script Code: Check the pinned comment or description for the full script. Timestamps: 0:00 – Introduction: Updating records between HubSpot portals 0:31 – HubSpot API documentation overview 0:56 – Script walkthrough: Searching for records 1:14 – Creating records if they don’t exist 1:44 – Exchanging record IDs between portals 2:34 – Updating existing records 4:00 – Testing the script live 7:22 – Verifying the update: John Doe example 7:49 – Final tips and using AI to optimize your code Whether you’re a developer or a HubSpot power user, this video will help you streamline your workflows and keep your data in sync across multiple portals.

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