Read and Search CRM Records

Pull contact, company, lead, and deal data from HubSpot, Pipedrive, Zoho CRM, LeadConnector, Instantly, and Reply.io without writing back to any system.

Before you begin

Connect each integration before running these actions:

HubSpot: Go to Settings > Integrations > HubSpot and paste your Private App access token. The token needs CRM scopes for contacts, companies, deals, and associations.
Pipedrive: Go to Settings > Integrations > Pipedrive and paste your API key. Find it in Pipedrive under Personal preferences > API.
Zoho CRM: Go to Settings > Integrations > Zoho CRM and complete the OAuth connection. Zoho uses OAuth, not a static API key.
LeadConnector: Go to Settings > Integrations > LeadConnector and paste your API key.
Instantly: Go to Settings > Integrations > Instantly and paste your Instantly API key from your Instantly account settings.
Reply.io: Go to Settings > Integrations > Reply.io and paste your API key from your Reply.io account settings.

All actions in this article cost 0 credits per row.

Search Contacts (HubSpot)

Filter your HubSpot contacts by any contact property using a comparison operator.


Integration	HubSpot
Credits	0 per row
Returns	Multiple results
Inputs:

Filter Property Name (Required): Internal HubSpot property name, e.g., email, jobtitle, lifecyclestage
Filter Operator (Required): EQ, NEQ, LT, LTE, GT, GTE, BETWEEN, IN, NOT_IN, HAS_PROPERTY, NOT_HAS_PROPERTY, CONTAINS_TOKEN, NOT_CONTAINS_TOKEN. Default: EQ
Filter Value (Required): Value to compare against
Filter High Value (Required): Upper bound when operator is BETWEEN
Query String (Required): Free-text search across properties
Sort Property Name (Required): Property name to sort results by
Sort Direction (Required): ASCENDING or DESCENDING
Limit (Required): Records per page. Default: 10
After Cursor (Required): Pagination token from previous run

Outputs: id, email, firstname, lastname, phone, jobtitle, company, lifecyclestage, hubspot_owner_id, createdAt, updatedAt

Use case:

Agency: Pull all contacts with lifecyclestage equal to customer from a client's HubSpot to build a reference list before a cross-sell campaign.

Inputs:

Contact ID (Required): HubSpot internal contact ID

Outputs: id, firstname / lastname, email, phone / mobilephone, jobtitle, company, lifecyclestage, city / state / zip / country, website, annualrevenue, numberofemployees, archived, created_at / updated_at

Use case:

Agency: Fetch a contact record after a form fill to verify all fields are populated before syncing to an outreach tool.

Inputs:

Company ID (Required): Unique HubSpot company ID

Outputs: company_id, name, domain, hs_object_id, createdate, hs_lastmodifieddate, url, archived, created_at / updated_at

Use case:

Agency: Pull company domain and name to cross-reference against a prospect list before uploading contacts to a sequence.

Inputs:

Limit (Required): Records per page. Default: 10
After (Required): Cursor for next page
Name (Required): Filter by company name
Domain (Required): Filter by company domain
Website (Required): Filter by company website
Phone (Required): Filter by phone number
Industry (Required): Filter by industry
City (Required): Filter by city
State (Required): Filter by state
Country (Required): Filter by country
Description (Required): Filter by company description

Outputs: company_id, company_name, company_domain, industry, created_date / created_at, next_page_cursor

Use case:

Agency: Audit all companies in a client's HubSpot within a specific industry to find accounts with no recent activity.

Inputs:

Limit (Required): Records per page. Default: 10
After Cursor (Required): Pagination token from previous run
Include Archived (Required): Set to true to include archived leads. Default: false
Properties (Required): Comma-separated list of HubSpot properties to return
Associations (Required): Comma-separated list of object types to return associated IDs for
Properties with History (Required): Properties to return along with their full value history

Outputs: lead_ids, lead_created_at, lead_updated_at, lead_archived, lead_archived_at, lead_properties, lead_associations, lead_properties_with_history, paging_next_after, paging_next_link

Use case:

Agency: Pull all active leads for a client and compare against the leads created this week to calculate net-new lead volume.

Inputs:

Search Query (Required): Free-text string. Up to 3000 characters
Limit (Required): Records per page. Default: 100, max: 200

Outputs: deal_id, dealname, amount, dealstage, pipeline, closedate, dealtype, description, hubspot_owner_id, total, created_at / updated_at, next_after

Use case:

Agency: Search for deals tied to a specific company name to build a quick pipeline overview for a client review.

Inputs:

Object ID (Required): The ID of the record whose associations to look up
Association Type (Required): The relationship to traverse. Common types: Contact to Company (1), Company to Contact (2), Deal to Contact (3), Contact to Deal (4), Deal to Company (5), Company to Deal (6), Contact to Engagement (9), Contact to Ticket (15), Ticket to Contact (16), Deal to Line Item (19). Full list includes 24 types.
Limit (Required): Default: 100
Offset (Required): Pagination offset

Outputs: associated_id, has_more, next_offset

Use case:

Agency: For each contact in a client's CRM, retrieve their associated company IDs to verify that company relationships are properly linked rather than just filled in as text.

Inputs:

Person ID (Required): Numeric Pipedrive person ID

Outputs: id, name / first_name / last_name, primary_email, organization_name, org_id / company_id, owner_name, last_activity_date, image_url, created_at / updated_at

Use case:

Agency: Look up a person record before updating it to confirm you have the right record and its current owner.

Inputs:

Limit (Required): Max: 500. Default: 100
Cursor (Required): Pagination token for next page

Outputs: field_name, field_code, field_type, is_custom_field, show_in_add_deal_dialog

Use case:

Agency: Audit a client's Pipedrive setup to retrieve all field codes before building a data migration or import template.

Inputs:

Person ID (Required): Numeric Pipedrive person ID
Limit (Required): Max: 500. Default: 100
Cursor (Required): Pagination token for next page

Outputs: id, title, value / currency, status, stage_id / pipeline_id, owner_id, add_time / update_time, probability, won_time / lost_time, lost_reason, acv / arr / mrr, is_archived, next_cursor

Use case:

Agency: For each contact on a client's outreach list, check existing deal history before pitching to avoid interrupting an active negotiation.

Inputs:

Search Term (Required): Min 2 characters
Fields to Search (Required): Comma-separated: custom_fields, notes, title. Searches all by default
Exact Match (Required): true or false
Person ID (Required): Filter by associated person
Organization ID (Required): Filter by associated organization
Status (Required): open, won, or lost
Include Fields (Required): Additional fields to include, e.g., deal.cc_email
Limit (Required): Max: 500. Default: 100
Cursor (Required): Pagination token

Outputs: id, title, value / currency, status, result_score, stage_id / stage_name, pipeline_id, person_id / person_name, organization_id / organization_name / organization_address, owner_id, is_archived

Use case:

Agency: Search all won deals for a client vertical by keyword to assemble a case study reference list.

Inputs:

Organization ID (Required): Numeric Pipedrive organization ID
Include Fields (Required): Additional fields to return. Default: open_deals_count

Outputs: id / name, address, annual_revenue, employee_count, industry, linkedin, website, open_deals_count, owner_id, visible_to, add_time / update_time, is_deleted, custom_fields

Use case:

Agency: Pull open_deals_count for all accounts on a client's target list to prioritize accounts already in pipeline.

Inputs:

Lead ID (Required): Unique 19-digit Zoho Record ID

Outputs: lead_id, full_name / first_name / last_name, email / secondary_email, phone / mobile, company / designation, website, lead_source, lead_status, industry, no_of_employees / annual_revenue, city / state / zip_code / country, email_opt_out, is_converted, converted_account / converted_contact / converted_deal, converted_date_time, owner_name, created_time / modified_time / last_activity_time, record_status / is_locked

Use case:

Agency: Fetch a lead record immediately after a form submission to verify source and status before adding to a campaign.

Inputs:

Limit / Per Page (Required): Must be a multiple of 25 (e.g., 25, 50, 75). Default: 25
Sort By Field (Required): id, Created_Time, or Modified_Time
Sort Order (Required): asc or desc

Outputs: lead_id, first_name / last_name, company / title, email / secondary_email, phone / mobile, website, lead_source / lead_status, industry, no_of_employees / annual_revenue, city / state / zip / country, email_opt_out / is_converted_flag, owner_id / owner_name, created_time / modified_time, total_count

Use case:

Agency: Pull all leads sorted by creation date to reconcile incoming form leads against a client's paid ad campaign attribution.

Inputs:

Deal ID (Required): Unique 19-digit Zoho Record ID

Outputs: deal_id, deal_name, account_id / account_name, contact_id / contact_name, stage, amount / expected_revenue, probability, closing_date, type / lead_source / campaign_source, next_step, owner_name / owner_email, created_time / modified_time, stage_modified_time, last_activity_time, overall_sales_duration / sales_cycle_duration, reason_for_loss, record_status / is_locked

Use case:

Agency: Look up deal stage and closing date for each account in a review list to build a pipeline report for a client.

Inputs:

Contact ID (Required): LeadConnector contact ID

Outputs: contact_id / location_id, first_name / last_name / full_name_lower_case, email / email_lower_case / additional_email, phone / additional_phone, city / state / country / postal_code, website, source / company_name, timezone, gender / date_of_birth, tag, custom_field_id / custom_field_value, dnd / dnd_call_status, created_by_source / created_by_channel, date_added / date_updated

Use case:

Agency: Pull a contact's DND status and tags before triggering a call or message sequence to avoid contacting opted-out leads.

Inputs:

Limit (Required): 1 to 100 per page
Starting After (Required): Cursor for next page
Search (Required): Filter by first name, last name, or email
Filter (Required): Status-based filter, e.g., FILTER_VAL_CONTACTED, FILTER_LEAD_INTERESTED
Campaign (Required): Filter by campaign ID
List ID (Required): Filter by list
In Campaign (Required): Only leads enrolled in a campaign
In List (Required): Only leads in a list
Is Website Visitor (Required): Only website visitors
Distinct Contacts (Required): Deduplicate by contact
Enrichment Status (Required): 1 = Enrichment success, 11 = Pending, -1 = N/A
Smart View ID (Required): Filter by saved smart view
IDs (Required): Filter by specific lead IDs
Excluded IDs (Required): Exclude specific lead IDs
Organization User IDs (Required): Filter by user within the organization

Outputs: lead_id, lead_email, lead_first_name / lead_last_name, company_name / company_domain, phone / website, email_click_count / email_open_count / email_reply_count, esp_code, lt_interest_status, status, organization_id, timestamp_created / timestamp_updated, timestamp_last_interest_change, next_starting_after

Use case:

Agency: Pull all leads with FILTER_LEAD_INTERESTED from a client campaign to send their names and emails to the sales team for manual follow-up.

Inputs:

Contact ID (Required): Numeric Reply.io contact ID

Outputs: id, email, firstName / lastName, company, title, phone / phoneStatus, city / state / country, timeZoneId, linkedInProfile, salesNavigatorUrl / linkedInRecruiterUrl, addingDate, companySize, industry, accountId

Use case:

Agency: Retrieve a contact's timezone before scheduling follow-up calls to ensure outreach happens at the right local time.

Inputs:

Email Address (Required): The contact's email address

Use case:

Agency: Check whether an email address already exists in Reply.io before adding it to avoid duplicate contact records across campaigns.

Troubleshooting

HubSpot Search Contacts returns no results. The Filter Property Name field is case-sensitive and must match the internal HubSpot property key exactly. Use email, not Email. Find the correct internal name in HubSpot under Settings > Properties.

Zoho CRM returns a 401 Unauthorized error. Zoho OAuth tokens expire. Reconnect the Zoho CRM integration under Settings > Integrations > Zoho CRM to generate a fresh access token.

Get CRM Associations returns an empty list. The object has no associations of the selected type. Confirm the relationship exists in HubSpot before running. Also check that you selected the correct Association Type. Contact to Company (1) and Company to Contact (2) are separate types.

List Leads (Zoho CRM) returns a validation error. The Limit field must be a multiple of 25. Values like 30 or 100 are not valid. Use 25, 50, or 75.

Pipedrive Search Deals returns zero results. Search Term requires at least 2 characters. Single-character terms are not supported. Use at least 2 characters, or enable Exact Match for a precise single-term lookup.

Reply.io Get Contact by Email returns empty. The contact does not exist in Reply.io under that email address. Confirm the email is in your Reply.io contacts list. The action returns no result rather than an error when there is no match.

List Leads (Instantly) returns fewer records than expected. The distinct_contacts flag deduplicates by email when set to true. If a contact appears in multiple campaigns, it returns only once. Set it to false to see all instances.