Search Deal

Find the deal associated with a HubSpot company in a specific pipeline.

What It Does

Looks up deals linked to the company you specify within the pipeline you choose, and returns the matching deal's ID, name, and stage.

When To Use It

Use this when a workflow has a company but needs to find its related deal, for example to look up the deal before updating one of its properties later in the workflow.

Configuration

Configure the node with these settings:

Field	What it controls
Company	The HubSpot company the deal is associated with. Required.
Pipeline	The name of the pipeline to search within. Defaults to `default`.

Outputs

The node passes these values downstream. Check the Outputs tab on the configured node to confirm exact paths.

Variable	Type	Description	Example
`hubspotDealId`	`string`	The ID of the deal in HubSpot	`{{nodeId.hubspotDealId}}`
`hubspotDealName`	`string \| null`		`{{nodeId.hubspotDealName}}`
`hubspotDealStage`	`string \| null`		`{{nodeId.hubspotDealStage}}`

Example Workflow

A workflow looks up a company's deal in the default pipeline, then passes the resulting deal ID into Update Deal to record a stage change.

Search Deal V2
Update Deal
Update Deal V2

Need More Help?

Reach the AskElephant support team by:

clicking the Support tab on the right side of your screen,
emailing [email protected],
or using @askelephant support in your dedicated Slack channel.