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.

Add task to object in HubSpot

Create contact in HubSpot

Retrieve contact details from HubSpot

Search company profile in LinkedIn

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