Get Deal Information

The HubSpot - Get Deal Information step makes it possible to get information about any single field/property for a HubSpot Deal. The deal is referenced by the Contact ID of the Contact associated with the deal. This step assumes that there is only one deal per contact.

Inputs

Connection

Select a connection that contains the passwords or keys that are needed to access a specific HubSpot instance. Since users can not enter secret information directly into the step input, a connection must be created in advance. Generally, connections are created by Administrators or IT Staff who have access to the necessary credentials.

Contact ID

The Contact ID is usually found by using another step to look up a contact by email address or phone number.

Field Name

Enter the name of the Field/Property that should be returned. Don't forget to add quotes around the field name!

Outputs

dealId

This step returns the ID of the deal associated with the contact, if there is one. When there is no deal, this will be empty (None).

dealPropertyValue

The step returns the data that was in the requested field. This information will always be returned as a string, even if the original data is in some other format. Remember to convert strings to other formats later in the Journey if necessary.

message

The "message" returned by this step is valuable mainly for troubleshooting when something goes wrong. It will contain a short message from Front about the success or failure of the attempt to archive the conversation. If trips are failing at this step users may be able to learn more about the reason for the failure by looking for the message in the trip report (found in the Analytics section of the application).