Search your CRM

When you're on a CRM index page, you can search for specific records. This is located in the upper left your object index pages.The CRM search only works with certain properties and reacts differently based on the search terms you use.

The information below applies to the CRM search and does not apply to the global search in the top left corner of your HubSpot account. Learn more about the global search and custom searchable properties within global search.

Properties searched

The CRM search scans only the following property values in the object index pages to provide search results. Other properties that contain the searched string will not be surfaced. 

To search for records using properties other than those listed below, use filters, saved views, or segments instead.

Contacts

• First Name
• Last Name
• Primary Email
• Secondary Email (Case sensitive)
• Phone Number
• Company Name

Company

• Name
• Phone Number
• Website URL
• Company domain name

Deal

• Deal Name
• Pipeline (Enumeration property)
• Deal Stage (Enumeration property)
• Deal Type (Enumeration property)
• Deal Description

Ticket

• Ticket name
• Record ID
• Ticket status (Enumeration property)
• Ticket description
• Category (Enumeration property)

Custom objects

• Primary display property
• Secondary display properties

Please note: display property search-ability only applies when the custom object does not have any defined searchable properties. Learn how to create custom searchable properties.

Learn more about setting up custom objects.

Understand your CRM search terms and search results

The search terms you use in the CRM search may not bring you the search results you expected. In such cases, you may want to use a saved view instead. Below learn more about the expected CRM search behavior.

Enumeration properties

Enumeration properties have pre-determined options which are set for a record via checkboxes, a dropdown menu, or radio select buttons. Enumeration values are case-sensitive, so to search for a value, you must include your search term in double quotes (e.g., "value") and use the internal value for the option. For example, if you want to search for deals in the Appointment scheduled deal stage, your search should be "appointmentscheduled".

To find the internal values of enumeration property options:

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar, click Properties.
3. Click the Select an object dropdown menu and select an object (e.g., Deal properties).
4. In the Search properties text field, search for the name of your desired enumeration property.
5. Click the name of the property.
6. In the property editor window, in the left sidebar, click Field type.
7. In the table, review the Internal Name column.
   

Special characters in search term

If you include a special character in your search (e.g., commas, hyphens, underscores, and dashes), HubSpot is likely to treat this as a delimiter and search the terms separate. For example, searching hedge-fund will be the same as searching hedge and fund as two separate terms in the same query.

The CRM search also does not support certain characters, such as the UTF-8 non-breaking space.

Non-alphanumeric language characters

If you're searching in a language with non-latin characters, some characters may result in different search results. 

For Japanese characters, the following behavior is expected:

• Each Kanji and Hiragana character is treated as an individual search term, so you'll receive search results with values containing the characters in any order (e.g., やまだ will search for や,ま, and だ in any order). To search for a specific sequence of characters, it is recommended to set a contains exactly filter instead, and include the value in double quotes (e.g., "やまだ").
• For Katakana characters, an unbroken sequence of characters is considered one search term. To search parts of the text separately, include a non-Katakana character as a delimiter, such as a space, Hiragana character, or number. To search for partial matches (e.g., include 山田シンタロウ in the search results when searching タロウ), add a * wildcard before the search term (e.g., *タロウ).

"OR" in search term

The capitalized phrase OR can be used as an 'or' operator in a search term.

For example, to search for contacts with the email domain website.com or the email domain landing.com:

• Your search term should be website.com OR landing.com.
• The search term website.com or landing.com will not work because the operator OR must be capitalized.

Search term is in the middle of a string

The CRM search only searches for words that are separated by a delimiter, such as a space. It cannot search for a string that is in middle of another string.

For example, to search for amyemail@website.com:

• Searching myemail in the CRM search will bring up the contact.
• Searching website.com in the CRM search will bring up the contact.
• Searching email in the CRM search will not bring up the contact.
• Searching site.com in the CRM search will not bring up the contact.

Same term or character within search term

If the same term is included twice or more in your search term, the CRM search will only search for one instance of it.

For example, to search for contacts with a company name Dance Dance Dance:

• When your search term is Dance Dance Dance, the CRM search will search for the term Dance, and not specifically Dance Dance Dance.
• Your results will include contact records whose company names are Dance Revolution and Real Dance.

Numbers in search term

Only the first 10 digits in a string of numbers will be used as the search term.

For example, to search a contact with the phone number 1111111111234:

• When you search 1111111111234, the CRM search will search for the first ten digits only, being 1111111111.
• Your results will include contacts with the phone numbers 1111111111555 and 1111111111888.