Search objects
HubSpot Search Objects is a powerful AI tool designed to perform advanced and highly filtered searches across various HubSpot CRM object types using complex and customizable criteria. It enables targeted data retrieval with support for complex boolean logic, making it ideal for businesses seeking precise and efficient CRM data search capabilities.
Features
- Supports advanced filtered searches across multiple HubSpot object types including contacts, deals, companies, tickets, and more.
- Enables complex boolean logic with filter groups to combine multiple search conditions using AND/OR operators.
- Allows pagination and customizable property selection for tailored result outputs.
- Integrates smoothly with other HubSpot tools like hubspot-list-objects and hubspot-batch-read-objects for comprehensive data access.
- Supports sorting and a maximum of 5 filter groups with up to 18 total filters for refined and flexible queries.
Benefits
- Enhances CRM data accuracy by retrieving highly specific datasets based on detailed filter criteria.
- Saves time by automating complex searches that would be manual and error-prone.
- Improves marketing and sales decisions through precise segmentation and targeted outreach.
- Boosts team productivity by integrating seamlessly with HubSpot's ecosystem for streamlined workflows.
- Offers scalability with customizable queries, handling both simple and sophisticated search needs efficiently.
Description
🎯 Purpose: 1. Performs advanced filtered searches across HubSpot object types using complex criteria. 📋 Prerequisites: 1. Use the hubspot-list-objects tool to sample existing objects for the object type. 2. If hubspot-list-objects tool's response isn't helpful, use hubspot-list-properties tool. 📦 Returns: 1. Filtered collection matching specific criteria with pagination information. 🧭 Usage Guidance: 1. Preferred for targeted data retrieval when exact filtering criteria are known. Supports complex boolean logic through filter groups. 2. Use hubspot-list-objects when filter criteria is not specified or clear or when a search fails. 3. Use hubspot-batch-read-objects to retrieve specific objects by their IDs. 4. Use hubspot-list-associations to get the associations between objects. 🔍 Filtering Capabilities: 1. Think of "filterGroups" as separate search conditions that you want to combine with OR logic (meaning ANY of them can match). 2. If you want to find things that match ALL of several conditions (AND logic), put those conditions together in the same filters list. 3. If you want to find things that match AT LEAST ONE of several conditions (OR logic), put each condition in a separate filterGroup. 4. You can include a maximum of five filterGroups with up to 6 filters in each group, with a maximum of 18 filters in total.
Parameters
7 parameters
| Name | Type | Description |
|---|---|---|
| objectTyperequired | string | The type of HubSpot object to search. Valid values include: appointments, companies, contacts, courses, deals, leads, line_items, listings, marketing_events, meetings, orders, postal_mail, products, quotes, services, subscriptions, tickets, users. For custom objects, use the hubspot-get-schemas tool to get the objectType. |
| query | string | Text to search across default searchable properties of the specified object type. Each object type has different searchable properties. For example: contacts (firstname, lastname, email, phone, company), companies (name, website, domain, phone), deals (dealname, pipeline, dealstage, description, dealtype), etc |
| limit | integer | The maximum number of results to display per page (max: 100). |
| after | string | The paging cursor token of the last successfully read resource. |
| properties | string[] | A list of the properties to be returned in the response. |
| sorts | object[] | A list of sort criteria to apply to the results. |
| filterGroups | object[] | Groups of filters to apply (combined with OR). |
