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The Find Associated HubSpot Records action retrieves records associated with a source record in HubSpot. Use it to access related contacts, deals, companies, or tickets within your Workflows — for example, finding all open deals linked to a specific contact.
This guide walks through an example Workflow that finds active deals associated with a meeting participant. The Workflow triggers when a meeting ends, looks up the contact by email, retrieves associated deals, and generates a follow-up summary.
1

Add a Find Associated Records action

In the Workflow builder, click the + button between existing blocks. Select Find Associated Records from the action list.
Selecting the Find Associated Records action from the action list
2

Connect your HubSpot account

If you haven’t already, connect your HubSpot account to Cassidy.
HubSpot connection prompt in the action configuration
HubSpot account successfully connected
3

Rename the action (optional)

Enter a more descriptive name to make the action easier to reference as a variable later.
Renaming the Find Associated Records action
4

Set up preceding actions

Before configuring the Find Associated Records action, add the necessary preceding actions. For example:
  • Add a trigger such as a Meeting Ended trigger.
Meeting Ended trigger configuration
Look Up HubSpot Record action to find a contact by email
5

Select the source object type

Choose the HubSpot object type of the source record: Contacts, Companies, Deals, or Tickets.
Selecting the source object type
6

Enter the source object ID

Provide the ID of the source record. Type the ID directly or press # to reference a variable from a previous step or trigger.
Entering the source object ID using a variable reference
7

Select the associated object type (optional)

Choose the type of associated records to find: Deals, Contacts, Companies, or Tickets. If left blank, all associated records are returned.
Selecting the associated object type
8

Select the association type (optional)

Specify the type of association to filter by, such as contact_to_deal or deal_to_company. This narrows down the specific relationship between records.
Selecting the association type to filter results
9

Toggle return single record (optional)

Enable Return Single Record if you only want one associated record returned. When multiple records match, the action returns the first one.
Toggle to return only a single associated record
10

Add filters (optional)

Click Add Condition to filter associated records by specific criteria. Select a field, choose an operation (equals, contains, etc.), and enter the value. You can add multiple conditions using AND or OR operators.
Adding filter conditions to narrow associated records
11

Add a follow-up action (optional)

After retrieving associated records, you can add a Generate Text action to create summaries or follow-up content using the record data.
Generate Text action using associated record data
12

Publish and run the Workflow

The action returns the associated record(s) with their properties, which you can reference in subsequent Workflow steps.
Workflow output showing retrieved associated records