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The Find or Create HubSpot Record action searches for a record in HubSpot and creates one if it doesn’t exist. Use it to ensure records are always present — for example, automatically creating a company record when processing a new lead if one doesn’t already exist.
1

Add a Find or Create HubSpot Record action

In the Workflow builder, click the + button between existing blocks. Select Find or Create HubSpot Record from the action list.
Clicking the plus button to add a new action in the Workflow builder
Selecting the Find or Create HubSpot Record action from the action list
2

Connect your HubSpot account

If you haven’t already, connect your HubSpot account to Cassidy. This allows Cassidy to access your HubSpot records and create new ones when needed.
HubSpot connection prompt in the action configuration
3

Rename the action (optional)

Enter a more descriptive name to make the action easier to reference as a variable later.
Renaming the Find or Create HubSpot Record action
4

Select the record type

Choose the HubSpot object type you want to search for or create: Companies, Contacts, Deals, or Tickets.
Selecting the HubSpot object type
5

Define search criteria

Under Fields to search by, click Add Condition to locate matching records. Select the field to search on, choose an operation (equals, contains, etc.), and enter the value to match. You can add multiple conditions combined with an AND operator. Use variables from the trigger or previous steps to match dynamically.
Defining search criteria with field conditions to find the record
6

Select fields to return

Under Fields to return, click + Add Field and select the HubSpot fields whose values you want to use in subsequent Workflow steps. These fields are returned whether the record was found or newly created. Click the trash icon to remove a selected field.
Selecting which HubSpot fields to return as output variables
7

Configure fields for new records

Under Create new object (if no results found), map the fields and values to use when creating a new record. Required fields are pre-populated. Click + Add Field to add optional fields, and click the trash icon to remove non-required fields.
Mapping fields for creating a new HubSpot record when no match is found

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Sample output

When a matching record is found:
Sample output when an existing record is found
When no match is found and a new record is created:
Sample output when a new record is created
Sample output showing the newly created record details