How can I search by customised property?

Developer Support APIs & Integrations
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1

I created a few properties in Contact and I’d like to search it. When I open the Contact dashboard, I can only see “Search name, phone, email addresses, or company”. How can I search by a particular customised field?

And how can I make a search to be exact match or partial match?

2

Hi @JZhao

Only Enterprise users are able to add custom properties (up to three) to HubSpot’s internal search index. From Manage your properties :

"If you have an Enterprise subscription, select the Allow users to search for information entered to this field checkbox for text-input field types and number field types to allow text or a numeric value in the property to be searchable across objects in the global search bar. Users must have account access to search by the field type you configure.

Please note: you can only create up to three searchable properties per object type in your HubSpot account."

Hope this helps.

3

yes I am an enterprise subscription user. and I create properties via Hubspot API. How can I make the field searchable via API?

And how can I specify extact match or partial match?

4

Hi @JZhao

Ah, ok. You didn’t mention that you were an Enterprise user or that you were using the API to create the properties!

Judging by the API docs, there is not way to add a custom property to the index via API, so this will have to be done in the UI.

Furthermore, I do not believe you can specify the match type of the search - its always partial/fuzzy I think.

Hope this helps.