Get HubSpot CRM Object

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Overview

Retrieve specific CRM objects like contacts or companies from HubSpot to use in workflows.

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Use Cases

• Customer Insights: Retrieve detailed information about a contact or company for targeted actions.
• Lead Assignment: Use CRM data to inform lead distribution.

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Configuration Fields

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Object Type

• Description: Select the type of HubSpot object to retrieve.
• Options: Company, Contact
• Required: Yes

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Query (optional)

• Description: Specify search criteria to filter HubSpot objects.
• Example: “contact email” or “company domain.”
• Required: No

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Output Variable Name

• Description: Provide a variable name to store the HubSpot object.
• Example: “retrieved_company” or “contact_info.”
• Validation: Only letters, numbers, and underscores (_) are allowed.
• Required: Yes