📁Get a Record from Hubspot

A very important part of working with Data via API is to be able to search for an object inside your CRM remotely. At Dapta we have set a native connection with HubSpot that allows you to search different types of Data inside of HubSpot via its API. HubSpot’s API is very versatile so it allows you to search via multiple different parameters. By default, HubSpot has 3 main entities that can be searched. These are “Companies”, “Contacts” and “Deals”.

In Dapta, you can search each for each of the entities in HubSpot via the API. To do this, open your Flow Studio page and open a new Flow. Then go to the templates and select the “Search Record” node

When you add this node you will have the option to select a Credential, which is your way of connecting to HubSpot via the API. If you need help setting up the credential got to this part of the documentation

On this node you can select which type of entity you are going to query

Once you have selected the entity or object type, it’s really important to select which properties to extract. This is because each record in HubSpot has dozens of properties, and not all of them are relevant for querying. So you can just select which ones are relevant for you

After you have selected the properties to be shared, you can select which will be the filter to extract the information. The most recommended here would be either the HubSpot ID, email or the phone number (for contacts mainly).

And now, when you run the flow connected to the new node, you will receive the information related to the filter you set up