HubSpot Custom Workflow Guide: How to "Search" for Products and Get Price/SKU Data

Purpose of the Action

The main purpose of this action is to search your HubSpot "Product" object database during a contact workflow.

You can filter by various criteria: Product Name, Product ID, SKU, price range (min/max), category, and even custom properties.

The ultimate goal is to retrieve (output) the product's details (like Product ID, Name, Price, SKU, Category) to use in subsequent actions, such as updating properties, creating tasks, or sending personalized emails.

Common Use Cases

This action is valuable for connecting a contact's behavior with product data for e-commerce, sales, or marketing automation.

• Automate & Enrich Sales TasksA contact fills out a form with an "Interested Product Name." The workflow searches for that product, gets its "Price" and "SKU," and creates a task for the sales rep: "Follow up with [Contact Name] regarding [Product Name] ([Price])."
• Price-Based SegmentationA contact views a high-value product page. The workflow searches for products where "Category = A" AND "Min Price = 100000." If a match is found, the workflow updates the contact's property to "High-Value Lead" and starts a special nurture sequence.
• Connect Support to Product InfoA contact provides an "SKU" in a support form. The workflow searches by that SKU, finds the "Product Name" and "Category," and automatically copies that info to the contact's "Owned Product Name" property.

Setup Steps

1. Add the ActionIn the workflow editor, click the "+" icon. Select your installed custom actions (e.g., "Custom Workflow Business v2") from the left sidebar, and then click "Product Search Action."
2. Configure Search CriteriaIn the action's setup panel on the left, define what you are looking for. You can combine multiple filters:
   • Product ID: Search by a specific, known ID.
   • Product Name: Search by the product's name. You can use a contact personalization token here (e.g., from a form).
   • SKU: Search by the SKU (Stock Keeping Unit).
   • Min Price: Find products above this price.
   • Max Price: Find products below this price.
   • Category: Search by the product's category.
   • Additional Custom Property: Use a custom property on your product object (like "Release Date") and a value for a more specific search.
3. Save ConfigurationClick the "Save" button to complete the action setup.
4. Run and Check HistoryWhen the workflow runs, the action will search for the product based on your criteria.
5. Review the OutputsIn the "History" tab, check the execution log. A successful action will show the found product's details under "Action outputs":
   • productId
   • productName
   • price
   • sku
   • category
   • (and other data like image URLs or custom properties)

[IMPORTANT] How to Use the Retrieved Product Information

This action only finds the product information. To use it, you must add a follow-up action (like a standard HubSpot action or another from the same app).

Example: Save the product price to a contact property

1. After the "Product Search Action," add a standard HubSpot "Set property value" action.
2. Choose the contact property you want to update (e.g., "Interested Product Price").
3. In the value field, click the "data source" icon, find the "1. Product Search Action" outputs, and select the [price] token.

This will save the product's price directly to the contact's record, where it can be used for personalization or segmentation.

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