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Search Service from Deal

Find the HubSpot service record linked to a deal.

Search Service from Deal node in the workflow builder

What It Does

Looks up services associated with the deal ID you provide. If more than one service is found, it picks one based on the selection method you choose.

When To Use It

Use this when a workflow has a deal and needs to find its related service record, for example before updating a service property later in the workflow.

Configuration

Configure the node with these settings:

Field

What it controls

Deal ID

The HubSpot deal ID to search from. Required.

Selection Method

How to pick a service if more than one is found: Most recently modified, Most recently created, or Oldest. Defaults to Most recently modified.

Outputs

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

Variable

Type

Description

Example

hubspotServiceId

string

The ID of the service in HubSpot

{{nodeId.hubspotServiceId}}

hubspotServiceName

string | null

{{nodeId.hubspotServiceName}}

Example Workflow

A workflow looks up a deal's most recently modified service record, then passes the resulting service ID into Update Service to log a resolution note.

  • Update Service

  • Search 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.