Search for Hubspot data in Confluence 

 1. /Hubspot or use the macro menu to open the Hubspot _____

2. Choose Element Type

Hubspot CRM for Confluence allows you to query data by three types of elements:

  • Contact
  • Company
  • Deal

Within these elements, you can view and search data from their corresponding columns

  • Contact: Name Email
  • Company: Name, Industry, Country
  • Deal: Deal Name, Deal Stage, Associated Contact

Alternatively you can choose All Elements to view corresponding data from all three(Name, Company, Deal).

3. Choose a search term

A search will look for results that match a string or partial string of data from all of the columns within an element

For example, in the below query we searched “ha” for all elements and although it was a partial string, it matched data from the Contacts: Name and Email columns as well as Company’s Name column

Special Searches:

  • * queries all data 
  • *string queries data that contains the string
    • example: *ry will populate the string harry

Embedding Hubspot data

1. Selecting Data:

After performing a search, results can be selected and embedded directly or you can perform another search and add more data to embed.

Simply click on the data you want to select and it will be added to a list at the top of the macro

In the example below, Harry Potter has been selected and added to the Selected Contacts

2. Adding more data to Selected contacts

Once data is selected and added to the Selected Contacts list, another search can be performed and data from that search can aditionally be added to the Selected Contacts list.

3.Deselecting Data:

Selected data can be deselected from the Selected Contacts list by clicking the trash icon on the far left of each individual row of data.

By clicking the trash icon, Ron is removed from the Selected Data list.

4. Selecting Multiple Element types:

Because elements have different data columns, you can’t select rows from different elements and add them to the same Selected list.

If you want to add more than one type of element to the same Confluence page, you must save the embedded data and then add the different element type from a new Hubspot macro menu.