Search all deals in your organization by a field of your choosing.

Options

  • Search By (dropdown option): Select the field you would like to use as your search parameter to search deals by. The fields in this list are dynamically generated by the properties you have setup for Deal objects inside of Hubspot CRM.

Input Fields

  • Field
    • Value (text): The value you would like to use to search your deals with, set as the search parameter property you selected as your Search By value under “Options”

Output Fields

This method outputs the first deal returned by Hubspot that matches the search query parameters. The fields returned in that deal depends on what properties you have set up for Deals inside of Hubspot CRM. Below, only the default properties are listed.

  • Result
    • Deal ID (number): The ID of the first deal that matches your search parameters.
    • Amount - Total value of the deal
    • Close Date - The day the deal is expected to close
    • Closed Lost Reason - Reason why the deal was lost
    • Closed Won Reason - Reason why the deal was won
    • Create Date - Day the deal was created in the CRM
    • Deal Description - Brief description of the deal
    • Deal Name - The name you have given this deal
    • Deal Stage - The stage this deal is currently in.
    • HubSpot Owner - The sales user that the deal is assigned to
    • Last Modified Date - The most recent date that any property on this deal was updated
    • Last Activity Date - The last time a note, call, email, meeting, or task was logged for a deal
    • Number of Contacts - Number of contacts associated with this deal.
    • Pipeline - The pipeline the deal is in, which determines that stages that are available for the deal.
    • Original Source Data 1 - Additional information about the original source for the associated contact, or associated company if there is no contact, with the oldest value for the “Time First Seen” property (automatically populates)
    • Original Source Data 2 - Additional information about the original source for the associated contact, or associated company if there is no contact, with the oldest value for the “Time First Seen” property (automatically populates)
    • Original Source Type - Original source for the associated contact, or associated company if there is no contact,  with the oldest value for the “Time First Seen” property (automatically populates)
    • Owner Assigned Date - The date the deal was created in your CRM (automatically populates)

NOTE: Because of changes to the labels of certain fields in the Hubspot API, it may be necessary to regenerate outputs on cards by clicking the gear icon at the bottom right corner of the card and selecting “Choose fields.” This change affected the “Hubspot Owner” field, which may have been changed to “Company Owner,” “Deal Owner,” or “Contact Owner” depending on the card. If you created your card after May 9th, your card will have generated the currently correct outputs.