Looking Up HubSpot Records by Multiple Criteria: Domain or Name

Hi! Can someone help me lookup HubSpot object by multiple criteria? I have a list in my account that I first want to look up for the HubSpot record ID based on:

1.
Company Domain
2.
If not found from company domain, search by company name.

14 comments

Channeled
APP
·
·
👋 Hey there! Our support team has got your message - we'll be back in touch soon. If you haven't already, please include the URL of your table in this thread so that we can help you as quickly as possible!
Nicole B.
·
·
https://app.clay.com/workspaces/339088/tables/t_BGHtUAU6Cgjf/views/gv_M8hW2scFZzyw
Nicole B.
·
·
The example is line 6, Howard & Howard - the contact used a gmail.com, so I still want to associate him with the right company, but based on firm name now
Nicole B.
·
·
The second thing I can't figure out on this, is that I'm trying to also add a custom company property in hubspot as a column, but don't see it on the property list in the results. The HubSpot Company property is: "Customer Type" How can I add this field (and others) to Clay?
LuisArturo
·
·
Hey there Nicole thanks for reaching out, taking a look at your table.
LuisArturo
·
·
Hey there Nicole have you tried searching for the company with this set up. https://downloads.intercomcdn.com/i/o/w28k1kwz/1313468379/083d80b360ad98afdf807d0695c7/image.png?expires=1735328700&signature=3dadf0b2e4aba6cef321857ba99fa1ab490f57379847bcbd36d9df967b617130&req=dSMmFc14lYJYUPMW1HO4za83kR8jrLPBIoZgSP5bZfi0BaJtAU7gq1p2gm%2Fm%0AC3Cz%0A Also the reason you may be seeing the "Customer Type" property in the results is due to the option of "Removing blank values from results" being toggled on. https://downloads.intercomcdn.com/i/o/w28k1kwz/1313469109/d17afd173ccfbb9fd566ea42b518/image.png?expires=1735328700&signature=920a921f5294f3ee6ea45137d33d9b6614bdaadba2af68a398bf79c479bd2a78&req=dSMmFc14lIBfUPMW1HO4zbWuGPt%2B3YwevV69DLxs%2BrtBmEiVEEAR3Qw98%2FKj%0AbkfX%0A
Nicole B.
·
·
Hi - I just ran it like that again and it found even less (in the final column)
Nicole B.
·
·
I do now see the customer type though, but the results of the lookup are not accurate.
Nicole B.
·
·
Unless I did it wrong. Could you please check?
LuisArturo
·
·
Hey there Nicole I am seeing Customer Type appear for a result, in particular row 21. https://downloads.intercomcdn.com/i/o/w28k1kwz/1313486593/7f0ab5ecbc201f2e0a97f5e704b7/image.png?expires=1735330500&signature=5009e031655ccc5dedb43afee392749a186cc545c8d590267952b859b9d1107f&req=dSMmFc12m4RWWvMW1HO4zY4j9mTpTMAyUDeSZ3fRe2R7zpfkv3x%2BJkFC00ko%0Axm1K%0A
Nicole B.
·
·
Correct - I see customer type now, but for the matches, they are not coming back when I select both company domain and company name as a criteria
LuisArturo
·
·
Hey there Nicole, let's try switching the search operator to "Or" and then re running the lookup with this setup. https://downloads.intercomcdn.com/i/o/w28k1kwz/1313502692/73c8c2391de0d93a528e0fefdb0d/image.png?expires=1735331400&signature=f7e4715387bb6566b45a5b2fa590e825032367786b8a786bba98113ea8417e62&req=dSMmFcx%2Bn4dWW%2FMW1HO4zbzbr2%2BnHc1i4JyFFpp5JjHgXU3ZnMloOv6diocz%0AJFx0%0A
Nicole B.
·
·
That worked thank you!
Channeled
APP
·
·
Hi Nicole B.! This thread was recently closed by our Support team. If you have a moment, please share your feedback: