Hubspot - How to use the Search functionality

Ionut_Dumitrascu — Fri, 24 Sep 2021 06:42:47 GMT

This article gives an overview of how the Search functionality works in the Hubspot connector in Qlik Application Automation. It will also go over a basic example of searching contacts by email.

The CRM search endpoints make getting data more efficient by allowing users to filter, sort, and search across any CRM object type.

Each search endpoint includes a multitude of searching mechanisms that can be used individually or combined:

search by property value: you need to provide the property name you want to base your search on, specify an operator, and provide the value. The property name can be either typed or selected using the 'do lookup' functionality available by clicking the 'property' input field.
sort object by property: you need to provide the property name and the sorting order.
Use the 'query' mechanism: finds all objects with a property value containing the provided query value.

Example on how to filter contacts by email:

on the left menu, search for the Hubspot 'Search Contacts' block
drag and drop the block into the automation and link it to the start block
on the right menu, use 'email' as the property name, choose the 'equal to' operator, and then type the email that you want to filter on:
this will return a filtered list of contacts based on the inputs.

The information in this article is provided as-is and to be used at own discretion. Depending on tool(s) used, customization(s), and/or other factors ongoing support on the solution below may not be provided by Qlik Support.

article Hubspot - How to use the Search functionality in Official Support Articles

Hubspot - How to use the Search functionality