search_hubspot_crm

com.youspot/youspot · Verify this server

Look up a person or company in the user's connected HubSpot CRM, live, by email address, domain, or name. Use this for 'what do I have on dshah@hubspot.com', 'is gusto.com in the CRM', 'is Acme a customer', or 'do we have a contact named Jane Doe'. An email finds that contact and the company at its domain; a domain finds the company and the contacts at it; anything else is a name search over both. Returns the matching records with their CRM properties and a url to open each in HubSpot. lifecyclestage says where a record stands (subscriber, lead, marketingqualifiedlead, salesqualifiedlead, opportunity, customer, evangelist, other), so 'a customer' means lifecyclestage is customer. found=false with no errors means the CRM has no such record. For aggregate questions over many records use ask_about_hubspot_contacts or ask_about_hubspot_companies instead.