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The Look Up HubSpot Record action searches for records in HubSpot and returns specified field values. Use it to fetch contact details, check deal status, or retrieve company information for use in subsequent Workflow steps.
1

Add a Look Up HubSpot Record action

In the Workflow builder, click the + button between existing blocks. Select Look Up HubSpot Record from the action list.
Clicking the plus button to add a new action in the Workflow builder
Selecting the Look Up 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 and look up your HubSpot records.
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 Look Up HubSpot Record action
4

Select the record type

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

Define search criteria

Under Fields to search by, click Add Condition to locate the specific record(s). 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. Click the trash icon to remove a selected field.
Selecting which HubSpot fields to return as output variables

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Sample output

Sample output showing the looked-up HubSpot record fields