> ## 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.

# Look up HubSpot record

> Look up a record in HubSpot by search criteria and return its field values.

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.

<Steps>
  <Step title="Add a Look Up HubSpot Record action">
    In the [Workflow builder](/workflows/building), click the **+** button between existing blocks. Select **Look Up HubSpot Record** from the action list.

    <Frame>
      <img src="https://mintcdn.com/cassidy/NfnWXcqF9xNMFxoX/images/reference/look-up-hubspot-record-img-0.png?fit=max&auto=format&n=NfnWXcqF9xNMFxoX&q=85&s=e1a82da02d1c0b0312011fa114285f15" alt="Clicking the plus button to add a new action in the Workflow builder" width="698" height="264" data-path="images/reference/look-up-hubspot-record-img-0.png" />
    </Frame>

    <Frame>
      <img src="https://mintcdn.com/cassidy/NfnWXcqF9xNMFxoX/images/reference/look-up-hubspot-record-img-1.png?fit=max&auto=format&n=NfnWXcqF9xNMFxoX&q=85&s=053fccd09f92175358cc3f74a94b0f70" alt="Selecting the Look Up HubSpot Record action from the action list" width="636" height="399" data-path="images/reference/look-up-hubspot-record-img-1.png" />
    </Frame>
  </Step>

  <Step title="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.

    <Frame>
      <img src="https://mintcdn.com/cassidy/NfnWXcqF9xNMFxoX/images/reference/look-up-hubspot-record-img-2.png?fit=max&auto=format&n=NfnWXcqF9xNMFxoX&q=85&s=15847ffda95dad53a72896bc9234ea1b" alt="HubSpot connection prompt in the action configuration" width="635" height="556" data-path="images/reference/look-up-hubspot-record-img-2.png" />
    </Frame>
  </Step>

  <Step title="Rename the action (optional)">
    Enter a more descriptive name to make the action easier to reference as a variable later.

    <Frame>
      <img src="https://mintcdn.com/cassidy/NfnWXcqF9xNMFxoX/images/reference/look-up-hubspot-record-img-3.png?fit=max&auto=format&n=NfnWXcqF9xNMFxoX&q=85&s=17d3d231f8ad514671662e7ff60727a6" alt="Renaming the Look Up HubSpot Record action" width="632" height="122" data-path="images/reference/look-up-hubspot-record-img-3.png" />
    </Frame>
  </Step>

  <Step title="Select the record type">
    Choose the HubSpot object type you want to search for: **Companies**, **Contacts**, **Deals**, or **Tickets**.

    <Frame>
      <img src="https://mintcdn.com/cassidy/NfnWXcqF9xNMFxoX/images/reference/look-up-hubspot-record-img-4.png?fit=max&auto=format&n=NfnWXcqF9xNMFxoX&q=85&s=3cc9f0c9ea2d1861947423b2c77feaab" alt="Selecting the HubSpot object type to look up" width="612" height="137" data-path="images/reference/look-up-hubspot-record-img-4.png" />
    </Frame>
  </Step>

  <Step title="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.

    <Frame>
      <img src="https://mintcdn.com/cassidy/KPnIokfoTlpXCsBG/images/reference/look-up-hubspot-record-img-5.png?fit=max&auto=format&n=KPnIokfoTlpXCsBG&q=85&s=0246f69696f0b635eb9e8965779d48cb" alt="Defining search criteria with field conditions to find the record" width="609" height="410" data-path="images/reference/look-up-hubspot-record-img-5.png" />
    </Frame>
  </Step>

  <Step title="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.

    <Frame>
      <img src="https://mintcdn.com/cassidy/KPnIokfoTlpXCsBG/images/reference/look-up-hubspot-record-img-6.png?fit=max&auto=format&n=KPnIokfoTlpXCsBG&q=85&s=1231f985f4dcd3cffcd96dae9485945a" alt="Selecting which HubSpot fields to return as output variables" width="629" height="119" data-path="images/reference/look-up-hubspot-record-img-6.png" />
    </Frame>
  </Step>
</Steps>

## Sample output

<Frame>
  <img src="https://mintcdn.com/cassidy/KPnIokfoTlpXCsBG/images/reference/look-up-hubspot-record-img-7.png?fit=max&auto=format&n=KPnIokfoTlpXCsBG&q=85&s=47c75822281f83b4053d5b0ccd9a8235" alt="Sample output showing the looked-up HubSpot record fields" width="639" height="903" data-path="images/reference/look-up-hubspot-record-img-7.png" />
</Frame>

## Related

* [Update HubSpot Record](/integrations/hubspot/update-record)
* [Find or Create HubSpot Record](/integrations/hubspot/find-or-create-record)
* [Find Associated HubSpot Records](/integrations/hubspot/find-associated-records)
* [HubSpot for Workflows](/integrations/hubspot/workflows)