Search HubSpot records

The “Search HubSpot records” action node allows you to search for and retrieve a specific HubSpot record based on defined criteria. It is essential for workflows that require existing customer data to determine the next action.

To update a specific HubSpot record accurately, you will need to provide the relevant record ID. The “Search HubSpot records” action allows you to retrieve the correct record by searching HubSpot based on defined criteria. Once the matching record is found, its ID can be used in the “Update HubSpot record” action node to ensure seamless and precise data updates between platforms.

To set up the node, follow these steps:

1. Click on the “Search HubSpot records” action node to open up its form, which will appear on the right side of the screen
   
2. The node form contains the following fields for you to configure your action:
   1. Company: Select the connected HubSpot company. If you haven’t set up your HubSpot integration, refer to this Help Center article to learn more about HubSpot integrations.
   2. Object type: Choose Contact, Company, Deal, Ticket, or a Custom object.
   3. Set search conditions
      1. Property: Select the HubSpot property to match (e.g., email, phone, hs_object_id, domain, dealname, custom fields).
      2. Operator: Choose the comparison (e.g., equals, contains, starts with, greater than, less than).
      3. Value: Enter a static value or insert a variable (trigger, contact, or mid‑flow) using the picker. For example:
         1. Find contact by email: Property: email → Operator: equals → Value: {Contact: email} 
            
            
             
      4. Handle error: Toggle this on to set up a fallback path whenever a search request fails. When enabled: 
         1. An additional branch will appear in the flow, specifically for failed requests
         2. You can configure this branch to define what should happen when the request cannot be completed, for example, create a new contact