crm-lookup

name: crm-lookup description: Find a specific CRM record by ID, email, domain, or name fragment, and traverse associations for the full account picture. triggers:

• "find contact"
• "find contact by email"
• "find company by domain"
• "look up deal"
• "contacts at this company"
• "deals for this contact"
• "find record"

Source of truth

hubspot <command> --help is authoritative. Read bulk-operations/SKILL.md first — it owns JSONL piping, pagination, batch-get-via-stdin, and the safety flow for any write that comes after a lookup. This skill is read-only.

Pick properties from the live schema

Schemas drift. Run hubspot properties list --type <type> for the live set. First-pass --properties for a brief:

Contact ad/campaign attribution lives on hs_analytics_* (e.g. hs_analytics_source, hs_analytics_source_data_1/_2, hs_analytics_first_touch_converting_campaign, hs_analytics_last_touch_converting_campaign). Full list: hubspot properties list --type contacts | grep hs_analytics_.

1. Lookup by ID

Up to ~100 IDs in a single batch call:

hubspot objects get --type contacts 12345 67890 23456 --properties email,firstname,lastname,company,phone,lifecyclestage

2. Find one by email / domain (exact match)

email/domain are exact-match — normalize to lowercase. Multiple --filter flags are OR'd.

hubspot objects search --type contacts --filter "email=jane@acme.com" \
  --properties email,firstname,lastname,company,lifecyclestage,hubspot_owner_id

hubspot objects search --type companies --filter "domain=acme.com" \
  --properties name,domain,industry,annualrevenue,hubspot_owner_id

# OR — multiple emails in one call
hubspot objects search --type contacts \
  --filter "email=alice@acme.com" --filter "email=bob@acme.com" --properties email,firstname

3. Find by partial name (token + client-side narrowing)

~ is CONTAINS_TOKEN — matches whole space-separated words. dealname~acme finds "Acme Renewal" but not "AcmeCorp". For substring, pipe to jq. There's no full-text search across all fields — pick the property.

hubspot objects search --type deals --filter "dealname~acme" --properties dealname,amount,dealstage \
| jq -c 'select(.properties.dealname | ascii_downcase | contains("acme corp"))'

4. Find all associated records (two CLI calls, not xargs)

Pattern: associations list → jq -c '{id}' → objects get batch. Never xargs -I{} hubspot objects get … — that spawns one process per record. Use plural in --from (contacts:, companies:, deals:); --help shows singular but only plural avoids a warning.

# All contacts at a company
hubspot associations list --from companies:67890 --to contacts \
| jq -c '{id}' \
| hubspot objects get --type contacts --properties email,firstname,lastname,jobtitle

# Open deals for a contact (filter client-side; "open" varies by pipeline)
hubspot associations list --from contacts:12345 --to deals | jq -c '{id}' \
| hubspot objects get --type deals --properties dealname,amount,dealstage,hs_is_closed \
| jq -c 'select(.properties.hs_is_closed != "true")'

5. Get a record plus its associations

contact_id=12345
hubspot objects get --type contacts $contact_id --properties email,firstname,lastname,company,lifecyclestage

# Associated company (usually one)
hubspot associations list --from contacts:$contact_id --to companies | jq -c '{id}' | head -1 \
| hubspot objects get --type companies --properties name,domain,industry,annualrevenue

# Associated deals
hubspot associations list --from contacts:$contact_id --to deals | jq -c '{id}' \
| hubspot objects get --type deals --properties dealname,amount,dealstage,closedate

Constraints

• Search returns ≤100 per page. For more, use the pagination loop in bulk-operations/SKILL.md.
• ~ is token-based; substring filtering happens in jq after the search.
• If the lookup feeds a write (update, delete, merge), follow the --dry-run → digest → --confirm flow in bulk-operations/SKILL.md.