Definition

The "Find HubSpot Owner" action allows you to retrieve detailed information about a specific HubSpot owner using either their unique user ID or their email address. This action is useful when you need to fetch or verify owner details within your HubSpot CRM system. Key capabilities of this action include accessing essential user information such as owner ID, contact details, and their account status, which is crucial for managing and tracking owner assignments and roles in your HubSpot account.

Important Note:

When setting up a connection to HubSpot, please ensure that the connection is created by an administrator. If the connection is not created by an admin, you may encounter the following error:

"Couldn’t complete the connection. Authorization failed because you don't have permissions to authorize the scopes required by the app. Please contact your super admin to get the necessary permissions."

To avoid this issue, make sure you have the necessary permissions or reach out to your HubSpot super admin for assistance.

Example Use Cases

1. Retrieve Owner Information for Assignment
When you need to verify or fetch the details of the owner assigned to a particular record (like a deal or contact) to ensure proper management of tasks and follow-ups.

2. Check Owner Status
Description: Useful for checking if an owner is archived or active, which can help in determining if an owner is still involved in managing records.

3. Sync Owner Information Across Systems
When integrating HubSpot with another CRM or tool, this action can be used to synchronize owner details such as email and name, ensuring consistency across platforms.

4. Audit Owner Data
Use this action to perform audits on owner data, such as reviewing the creation and update history for compliance or quality control.

Inputs

1. Connection
This field refers to the established connection to HubSpot. You need to select a valid connection to your HubSpot account, which should be created by an admin as mentioned previously. The connection allows the system to communicate with your HubSpot account and retrieve the necessary data.

2. User Id or Email Address
This field allows you to provide either the unique user ID or the email address of the HubSpot owner. The action uses this identifier to retrieve the owner’s details. You can use either the user ID or the email, depending on which piece of information is available or more convenient to use.

Outputs

1. Owner Id:
   This is the unique identifier assigned to the HubSpot owner. It's used to reference and interact with the owner in further processes.

2. Email Address:
   The email address associated with the HubSpot owner. This can be used for communication or further automation purposes.

3. First Name:
   The first name of the HubSpot owner. This is useful for personalizing communications or reporting.

4. Last Name:
   The last name of the HubSpot owner. Along with the first name, it helps to fully identify and address the owner.

5. User Id:
   The unique user ID associated with the HubSpot owner. This ID is critical when referencing specific users in the HubSpot system.

6. Created At:
   The timestamp that indicates when the HubSpot owner account was created. It helps track the age of the account and its history.

7. Updated At:
   The timestamp indicating the last time the owner’s details were updated. This is helpful for understanding when the owner’s information was last changed.

8. Archived:
   A boolean value (True/False) that shows whether the owner has been archived. If set to True, the owner is archived and no longer active in the system; if False, the owner is active.

These outputs provide detailed information about a HubSpot owner, enabling users to retrieve essential details for further processing or automation within a workflow.

Example Scenario:

Imagine you're working in a sales automation tool that integrates with HubSpot. You need to fetch detailed information about a specific sales rep (owner) based on their unique email address to update their profile in another system or include them in a report. By using the "Find HubSpot Owner" action, you can retrieve the sales rep's full name, email address, user ID, account creation date, and more.

For instance, if you're working on an automated workflow to update sales data across multiple platforms, this action allows you to cross-check the owner's details before processing the next steps, ensuring the correct person is being updated or contacted in the system.