Search Deal V2

Find a HubSpot deal using AI to pick the best match from a filtered list, using a meeting for context.

What It Does

Filters HubSpot deals by pipeline, deal type, and probability range, then uses an AI model to choose the most relevant one based on the linked meeting and any extra instructions you provide.

When To Use It

Use this when a company or contact could have multiple open deals and you want AI to pick the right one based on meeting context, rather than assuming a single deal exists. If there's only ever one deal per company, Search Deal is simpler.

Configuration

Configure the node with these settings:

Field	What it controls
Meeting	The AskElephant meeting used as context for the search. Required.
Pipeline	The name of the pipeline to search within. Defaults to `default`.
Deal Type	Optionally restrict results to specific deal types.
Min Probability / Max Probability	The probability range (0 to 100) the deal must fall within. Defaults to `1` through `99`.
Filter Prompt	Optional extra context to help the AI pick the most relevant deal.
Model	The AI model used to make the selection. 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`	The name of the deal in HubSpot	`{{nodeId.hubspotDealName}}`
`hubspotDealStage`	`string`	The stage of the deal in HubSpot	`{{nodeId.hubspotDealStage}}`

Example Workflow

After a call, a workflow uses this node to find the deal the meeting was most likely about, out of several open deals with the same company, then updates that deal's stage.

Search Deal
Update Deal V2
Search Meetings

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.