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Search contacts in HubSpot
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Written by Wrk Product
Updated over a week ago

Searches contacts in HubSpot that match specific criteria.

Note: The current version of this Wrk Action only supports working with HubSpot default objects and fields. Our Wrk Actions are updated from time to time as part of our commitment to innovation, our team is currently working on finding ways for this Wrk Action to support custom objects and fields

This Wrk Action divides. For more information on divides please visit our article explaining Divides.

Common use cases

  • Review Management & Responding

  • Client Reporting

  • Customer Growth & Retention

  • Customer Onboarding

  • Lead Enrichment

  • Lead Generation

  • Quote & Proposal Development

Application

  • HubSpot

Inputs (what you have)

NAME

DESCRIPTION

TYPE

REQUIRED

EXAMPLE

Private app access token

The private app access token of your HubSpot implementation.

Login Credentials

Yes

pat-na1-13645360-0155-4eed-8c19-6dxxxxxxx63d

Filter 1

The field to be used as a search parameter

Accepted values:

  • Company name

  • First name

  • Last name

  • Phone number

  • Website link

  • Email

Predefined

Choice List

Yes

Website link

Filter criteria 1

The conditional operator or criteria to be used for the search

Accepted values:

  • LT - Less than

  • LTE - Less than or equal to

  • GT - Greater than

  • GTE - Greater than or equal to

  • EQ - Equal to

  • NEQ - Not equal to

  • BETWEEN- Within the specified range. In your request, use key-value pairs to set highValue and lowValue.

  • IN - Included within the specified list

  • NOT_IN - Not included within the specified list

  • HAS_PROPERTY - Has a value for the specified property

  • NOT_HAS_PROPERTY - Doesn't have a value for the specified property

  • CONTAINS_TOKEN - Contains a token. In your request, you can use wildcards (*) to complete a partial search. For example, use the value *@hubspot.com to retrieve contacts with a HubSpot email address.

Predefined

Choice List

Yes

EQ

Filter value 1

Value to be used as a condition parameter for the search. This is based on the filter selected above.

Text

No

www.wrk.com

Filter 2

Same as Filter 1

Predefined

Choice List

No

Phone

Filter value 2

Same as Filter value 1

Text

No

416 316 8778

Filter criteria 2

Same as Filter criteria 1

Predefined

Choice List

No

LT

Filter 3

Same as Filter 1

Predefined

Choice List

No

First name

Filter value 3

Same as Filter value 1

Text

No

Jane-marie

Filter criteria 3

Same as Filter criteria 1

Predefined

Choice List

No

EQ

Note: The value of inputs can either be a set value in the configuration of the Wrk Action within the Wrkflow, or a variable from the Data library section. These variables in the Data library section are the outputs of previous Wrk Actions in the Wrkflow.

The private app access token can be retrieved by following the steps described below:

  • In your HubSpot account, click the settings icon in the main navigation bar

  • In the left sidebar menu, navigate to Integrations > Private App

  • Click View access token to display your key.

The instructions on how to create a private app can be found here: https://developers.hubspot.com/docs/api/private-apps

Outputs (what you get)

NAME

DESCRIPTION

TYPE

REQUIRED

EXAMPLE

Contact ID

The ID of the contact in HubSpot

Text

Yes

45003136

Total results

Total number of results found in search

Integer

Yes

10

Outcomes

NAME

DESCRIPTION

Success

This status is selected if the correct contact was successfully found in HubSpot.

No result

This status is selected in the event of the following scenarios:
- No contact was found

Unsuccessful

This status is selected in the event of the following scenarios:
- Failed to login

- The link to the application is not provided

- The application returns errors


Requirements

  • HubSpot account must have an active private app access token and it must be configured within this WrkAction.

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