CassidyAI

How to set up and use Look Up HubSpot Record action

Looks up a record in HubSpot. Follow these steps:

*For more information on the integration needed, visit the <a href="https://docs.cassidyai.com/en/articles/9450864-connecting-to-hubspot">related article</a> in the <a href="https://docs.cassidyai.com/en/collections/9119802-integrations">Integrations collection</a>.

Add a Look Up HubSpot Record action: While editing a workflow, click the plus button between existing blocks. This will open a modal where you can select from Cassidy's pre-configured actions. Choose the Look Up HubSpot Record action to add it to your workflow.

Add HubSpot connection: If you haven't already, connect your HubSpot account to Cassidy. This will allow Cassidy to access your HubSpot records and look them up based on workflows in Cassidy.

Rename the action (if needed): If you want to make the action more descriptive or easier to reference as a variable later, enter a new name.

Select "Type": Choose the HubSpot object type that you want to search for, such as Companies, Deals, Contacts, or Tickets.

Enter criteria for "Fields to search by": Define the search criteria to locate the specific record(s) you want to look up. Click "Add Condition", select the Field to search on, choose the appropriate operation condition (equals, contains, etc.), and fill out the value it should match against. You can add multiple conditions that will be combined with an AND operator, meaning the search will only return records matching all the specified criteria. Delete any unneeded conditions.

*Variables are inputs from the trigger, or outputs from previous steps

Select "Fields to return": Specify which fields from the matched HubSpot record(s) should be returned as output variables. Click the "+ Add Field" button and select the desired HubSpot fields. These field values can then be used in subsequent workflow steps. If you need to remove a selected return field, click the trash icon next to it.

1. Add a Look Up HubSpot Record action: While editing a workflow, click the plus button between existing blocks. This will open a modal where you can select from Cassidy's pre-configured actions. Choose the Look Up HubSpot Record action to add it to your workflow.
 

2. Add HubSpot connection: If you haven't already, connect your HubSpot account to Cassidy. This will allow Cassidy to access your HubSpot records and look them up based on workflows in Cassidy.

3. Rename the action (if needed): If you want to make the action more descriptive or easier to reference as a variable later, enter a new name.

4. Select "Type": Choose the HubSpot object type that you want to search for, such as Companies, Deals, Contacts, or Tickets.

5. Enter criteria for "Fields to search by": Define the search criteria to locate the specific record(s) you want to look up. Click "Add Condition", select the Field to search on, choose the appropriate operation condition (equals, contains, etc.), and fill out the value it should match against. You can add multiple conditions that will be combined with an AND operator, meaning the search will only return records matching all the specified criteria. Delete any unneeded conditions.
 
 *Variables are inputs from the trigger, or outputs from previous steps
6. Select "Fields to return": Specify which fields from the matched HubSpot record(s) should be returned as output variables. Click the "+ Add Field" button and select the desired HubSpot fields. These field values can then be used in subsequent workflow steps. If you need to remove a selected return field, click the trash icon next to it.