> ## Documentation Index > Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt > Use this file to discover all available pages before exploring further. # Find associated HubSpot records > Retrieve records associated with a source record in HubSpot. 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. In the [Workflow builder](/workflows/building), click the **+** button between existing blocks. Select **Find Associated Records** from the action list. Selecting the Find Associated Records action from the action list If you haven't already, [connect your HubSpot account](/integrations/hubspot/overview) to Cassidy. HubSpot connection prompt in the action configuration HubSpot account successfully connected Enter a more descriptive name to make the action easier to reference as a variable later. Renaming the Find Associated Records action 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 * **Add a [Look Up HubSpot Record](/integrations/hubspot/look-up-record) action** to find the contact by email from the trigger. Look Up HubSpot Record action to find a contact by email Choose the HubSpot object type of the source record: **Contacts**, **Companies**, **Deals**, or **Tickets**. Selecting the source object type 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 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 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 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 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 After retrieving associated records, you can add a [Generate Text](/reference/actions/generate-text) action to create summaries or follow-up content using the record data. Generate Text action using associated record data The action returns the associated record(s) with their properties, which you can reference in subsequent Workflow steps. Workflow output showing retrieved associated records ## Related * [Create HubSpot Association](/integrations/hubspot/create-association) * [Remove HubSpot Association](/integrations/hubspot/remove-association) * [Look Up HubSpot Record](/integrations/hubspot/look-up-record) * [HubSpot for Workflows](/integrations/hubspot/workflows)