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How to get HubSpot contact information using first and last name

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Jake_Anderson1
(@jake_anderson1)
Posts: 2
New Member
Topic starter
 

I’m currently building a voice agent on callin.io. During this process, the caller provides their first and last name, which then triggers a webhook in callin.io to fetch their contact details from HubSpot. The webhook captures the first and last name, and I’m attempting to map these fields to the HubSpot module within callin.io to retrieve the contact’s information.

However, I’m having trouble configuring the HubSpot module to search for a contact using both the firstname and lastname fields.

Is it possible to set this up? Any advice on configuring the HubSpot module would be very helpful!

Thanks for any assistance.

 
Posted : 31/10/2024 3:18 pm
Msquare_Automation
(@msquare_automation)
Posts: 88
Estimable Member
 

Hi,

From the callin.io tool call, you will retrieve the first name and last name of the caller.

You can then pass these values into the HubSpot search contacts module, using them as filtering criteria to obtain the desired output.

Afterward, extract the required details.

Here is an example:

 
Posted : 06/11/2024 12:48 pm
Jake_Anderson1
(@jake_anderson1)
Posts: 2
New Member
Topic starter
 

This worked perfectly, thank you!

:pray:

 
Posted : 12/11/2024 7:49 pm
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