crm-lookup

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Original

English

🇨🇳

Translation

Chinese

Source of truth

权威来源

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.

hubspot <command> --help

是权威参考。请先阅读

bulk-operations/SKILL.md

— 该文档涵盖了JSONL管道传输、分页、通过标准输入批量获取数据，以及查找后任何写入操作的安全流程。本技能为只读类型。

Pick properties from the live schema

从实时架构中选择属性

Schemas drift. Run

hubspot properties list --type <type>

for the live set. First-pass

--properties

for a brief:

Object	`--properties`
contacts	`email,firstname,lastname,company,phone,lifecyclestage,hubspot_owner_id`
companies	`name,domain,industry,annualrevenue,numberofemployees,hubspot_owner_id`
deals	`dealname,amount,dealstage,closedate,hubspot_owner_id,hs_is_closed_won`
tickets	`subject,hs_pipeline_stage,hs_ticket_priority,hubspot_owner_id`

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_

架构会随时间变化。运行

hubspot properties list --type <type>

获取实时属性集合。以下是首次使用时可选用的精简

--properties

参数：

对象	`--properties` 参数
联系人	`email,firstname,lastname,company,phone,lifecyclestage,hubspot_owner_id`
公司	`name,domain,industry,annualrevenue,numberofemployees,hubspot_owner_id`
交易	`dealname,amount,dealstage,closedate,hubspot_owner_id,hs_is_closed_won`
工单	`subject,hs_pipeline_stage,hs_ticket_priority,hubspot_owner_id`

联系人的广告/营销归因信息存储在

hs_analytics_*

属性中（例如

hs_analytics_source

、

hs_analytics_source_data_1

_2

、

hs_analytics_first_touch_converting_campaign

、

hs_analytics_last_touch_converting_campaign

）。完整列表可通过以下命令查看：

hubspot properties list --type contacts | grep hs_analytics_

。

1. Lookup by ID

1. 通过ID查找

Up to ~100 IDs in a single batch call:

bash

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

单次批量调用最多可查询约100个ID：

bash

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

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

2. 通过邮箱/域名查找（精确匹配）

email

domain

are exact-match — normalize to lowercase. Multiple

--filter

flags are OR'd.

bash

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

email

domain

为精确匹配 — 需统一转换为小写。多个

--filter

参数为逻辑或关系。

bash

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

或 — 单次调用查询多个邮箱

hubspot objects search --type contacts
--filter "email=alice@acme.com" --filter "email=bob@acme.com" --properties email,firstname

undefined

hubspot objects search --type contacts
--filter "email=alice@acme.com" --filter "email=bob@acme.com" --properties email,firstname

undefined

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

3. 通过部分名称查找（令牌匹配 + 客户端筛选）

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.

bash

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

表示包含令牌 — 匹配空格分隔的完整单词。

dealname~acme

会匹配“Acme Renewal”，但不会匹配“AcmeCorp”。如需子字符串匹配，可将结果管道传输至

jq

。目前不支持跨所有字段的全文搜索 — 需指定具体属性。

bash

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)

4. 查找所有关联记录（两次CLI调用，无需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.

bash

undefined

流程：

associations list

→

jq -c '{id}'

→

objects get

批量处理。切勿使用

xargs -I{} hubspot objects get …

— 这会为每条记录启动一个进程。在

--from

参数中使用复数形式（

contacts:

、

companies:

、

deals:

）；

--help

显示的是单数形式，但只有复数形式可避免警告。

bash

undefined

All contacts at a company

某公司的所有联系人

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)

某联系人的未结交易（客户端筛选；“未结”定义因管道而异）

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")'

undefined

undefined

5. Get a record plus its associations

5. 获取记录及其关联信息

bash

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

bash

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

Associated company (usually one)

关联公司（通常只有一个）

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

关联交易

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

undefined

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

undefined

Constraints

限制条件

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
```
.

搜索结果每页最多返回100条。如需更多结果，请使用
```
bulk-operations/SKILL.md
```
中的分页循环。
```
~
```
为令牌匹配；子字符串筛选需在搜索后通过
```
jq
```
完成。
如果查找结果用于写入操作（更新、删除、合并），请遵循
```
bulk-operations/SKILL.md
```
中的
```
--dry-run
```
→ 摘要 →
```
--confirm
```
流程。