Search with Custom Properties

SOLVE
eblanchette1
Member

Hello, I’m trying to figure out a way to find contacts with a custom property. I’m trying to implement one way sync from our internal system to hubspot. I have a property called ‘internal-account-id’. It appears search only works with name and email.

Am I missing something? Ideas / suggestions welcome.

Thanks,

Eric

39 Replies 39
sasteffl
Participant

I'm not sure how we can help drum up enough support for this feature, but I just commented on this thread specifically in regards to street address. Go comment and upvote it and share with any people you engage with on the forums so we can get this momentum going.

 

https://community.hubspot.com/t5/CRM/search-contacts-by-street-address/m-p/319696/highlight/false#M1...

plmcraig
Member

I left and went to Zoho. While Zoho is not as intuitive , once you get the hang of it , it's epic , its very customisable , you get over 50 APPS features etc for much less and the price comparison is second to none.  Try it. You may switch too. Try it trust me

0 Upvotes
brainharrington
Participant

Hi, that's awesome, how does testing it on the beta work? Is it all my data still or just a test environment?

 

Ran into same thing today as original post, trying to search my contacts by a custom ID

0 Upvotes
jackcoldrick
HubSpot Employee

Hi everyone,


Thank you for commenting and I understand the frustrations. I believe there may be some confusion with what functionality the Search API we released into beta actually correlates to within HubSpot. Within the tool there are a number of search boxes (global search, CRM search and filter search), each function differently and not all use the Search API we released into beta. I’ll break them down into more detail below:


1) Global search bar:
The global search box appears at the top right hand side of the main navigation bar. This is documented in more detail here. If you are a Marketing Hub Enterprise customer it would allow you to label 3 custom properties to become indexable/searchable and show results accordingly. The new search API is not the same API that powers this and as a result it’s expected to function differently. 


global-search.png

 


2) CRM search bar:

Within the various tools of the CRM namely Contacts, Companies, Deals and Tickets there is another search box in the top right hand corner just below the main navigation. This will search across a subset of pre-set default HubSpot properties and show results accordingly.

The query field of a search request corresponds to the CRM search bar in the UI. Custom properties are not currently searchable in either the CRM Search bar or the query string in a search API call.

 

crm-search.png


3) Filter search bar:
On the left hand side of the Contacts, Companies, Deals and Tickets tools you will see a search box with a title “Add filter”. This allows you to search across any custom or default Hubspot properties and create your filters accordingly. This is the part of the tool that our new Search API is powering. When you call the Search API you are effectively creating a filter and supplying it with a value.

 

filter-search.png

 


Whilst I appreciate this makes for a confusing UI at times we are aware of this and working to align the search features in the longer term. For now however I do want to clarify that our new Search API does not make something possible that was otherwise only reserved for Marketing Hub Enterprise. It is something that everyone has the ability to do within Hubspot right now. It simply allows you to do it externally if you are looking to leverage that functionality within your integration.

 

- Jack

Jack Coldrick
Solutions Engineer @ HubSpot
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sanjaydojo
Contributor

Hi @jackcoldrick , is "label 3 custom properties" feature for Hubspot API? Can I use it to search for a contact using Hubspot API in my script?  

0 Upvotes
jackcoldrick
HubSpot Employee

Hi @sanjaydojo,

 

No - as outlined the Search API is linked to the Filter search functionality within the HubSpot CRM and is in no way linked to our Global Search functionality which would facilitate looking up custom properties. There is no external API that would support leveraging this specific global search bar.

 

Regards,

Jack

Jack Coldrick
Solutions Engineer @ HubSpot
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0 Upvotes
sasteffl
Participant

How about just searching through you default properties, like Physical Street Address?

brainharrington
Participant

Hey Jack,

 

Thanks for the reply, I don't need any API integration. I just want to learn how to search the custom fields that I've created. For example I have Address as a field I created and when I try searching an address I know is in there nothing comes up. Thanks for letting me know about all three search boxes. I tried all three and got nothing when trying to search by address.

 

Can you let me know if that's possible to add a field and be able to search by it?

 

Brian

plmcraig
Member

You can't Brian, thats the probelm! Retarded I know. I left and went to Zoho. While Zoho is not as intuitive in the beginning, once you get the hang of it , it's epic , its very customisable , you get over 50 APPS features etc for much less and the price comparison is second to none.  Try it. You may switch too. 

0 Upvotes
Dkro
Member

Hello @jackcoldrick any news on this? any update on searching based on custom properties?