Search HubSpot CRM

Notes

This is a very straightforward function for searching the CRM. 

The function searches a single parameter but can easily be expanded for more complicated matches. It then has three possible results: 

1. A single record is found. In which case, you can call a function to act on that record. 
2. Multiple records are found. In this event, you'll want to call a function that processes those records. 
3. No records are found. Meaning that you may want to go back to the drawing board or call a `Create Record` function. 

Code

        
Language:  JavaScript


        
 
let objectId;
const accessToken = `Bearer REPLACE_WITH_YOUR_PRIVATE_APP_KEY`;  // You'll want to use secrets to dynamically insert this token
 
// See if the record exists in HubSpot          
    function searchHubSpot(objectType, propertyName, searchTerm) {
        const data = {
            filterGroups: [
                {
                    filters: [
                        {
                            propertyName: propertyName,
                            operator: 'EQ',
                            value: searchTerm
                        }
                    ]
                }
            ]
        };
 
        const config = {
            headers: {
                'Content-Type': 'application/json',
                'Authorization': accessToken
            }
        };
 
        axios.post(`https://api.hubapi.com/crm/v3/objects/${objectType}/search`, data, config)
            .then(response => {
                const { total, results } = response.data;
                if (total === 1) {
                    console.log("Record exists");
                    objectId = results[0].properties.hs_object_id;
                    // Call processing function for single record
                } else if (total > 1 {
                    console.log("Multiple records exist");
                   // Call processing function for multiple records
                } else {
                    console.log("Record doesn't exist");
                    // Call processing function for no records
                }
            })
            .catch(error => {
                console.log("Error while checking if record exists:", error.message);
            });
    }