Search Contacts

Find contacts that match the provided search criteria.

To narrow your search results, choose All Matching Contacts for your result set and search using a single field (for example, Email). You can follow this card with a Filter or Filter Custom function card to narrow the search results.

Options

Field Definition Type Required

Result Set

Choose whether to return one or all matching contacts:

  • First Matching Contact

  • All Matching Contacts

Dropdown TRUE

Use Filters?

Indicates whether to use filters.

If you select No, then choose -- No Filters -- from the Filters Operator dropdown menu.

Dropdown TRUE

Filters Operator

Type of filter to use. If you set Use Filters? to No, then select -- No Filters --. Otherwise, choose from:

  • Equal to

  • Not equal to

  • Less than

  • Less than or equal to

  • Greater than

  • Greater than or equal to

  • Has property value

  • Does not have property value

  • Contains word

  • Does not contain word

Dropdown TRUE

Show Hidden Properties?

Select Yes to show properties that are in hidden fields in HubSpot CRM.

Dropdown TRUE

Input

The available input fields are dynamically generated based on the properties that are defined for contacts in HubSpot CRM. The list of available properties includes any custom properties that you created for contacts. Select the fields on which to base your search.

Field Definition Type Required

Search

Name, Phone, Email addresses, or Company

The value you want to search for.

Text FALSE

Properties

Dynamic

The available fields are generated dynamically, based on the configuration of your HubSpot CRM organization.

Type depends on the fields in the HubSpot CRM configuration

FALSE

Custom Filters

HubSpot CRM allows you to create up to three filter groups, each of which can contain up to three filters.

This is an example of a filter checking for entries whose first name is Alice:

{
    "propertyName": "firstname",
    "operator": "EQ",
    "value": "Alice"
}

Similarly, you can filter entries by whether they have a property:

{
    "propertyName": "enum1",
    "operator": "HAS_PROPERTY",
}

You can filter entries that don't have a specific property:

{
    "propertyName": "enum2",
    "operator": "NOT_HAS_PROPERTY",
}

Multiple entries in a filter group are combined using a logical AND operator. Consider the following example:

{
    "propertyName": "associations.company",
    "operator": "EQ",
    "value": "Example"
},
{
    "propertyName": "associations.contact",
    "operator": "EQ",
    "value": "123"
},
{
    "propertyName": "associations.deal",
    "operator": "EQ",
    "value": "456"
}

The results of the preceding filter group would match all entries whose company is Example and the contact ID is 123 and the deal ID is 456.

If you have multiple filter groups, then a logical OR grouping is used to combine their results. As an example, you have three filter groups: filtergrp1, filtergrp2, and filtergrp3. The filters within each group are combined using the AND operator. The resulting entries are compiled by combining the groups using the expression filtergrp1 OR filtergrp2 OR filtergrp3.

Alternatively, suppose that your card has two input properties, input1 and input2, and has a filter group, filtergrp1. Then the resulting set combines the results of: (input1 AND input2) OR filtergrp1.

See the HubSpot CRM Search API for a complete list of supported object types, properties, and operators for use with custom filters.

List of Objects FALSE

Output

Your output is either a single contact or a list of contacts, based on the Result Set option that you chose.

Each contact contains a list of property fields that are dynamically generated based on the properties that are defined for contacts in HubSpot CRM. This includes any custom properties that you created for contacts.