How to search for a lead
Searching for a lead in HubSpot can be done from the global search bar or from the Contacts view with filters. Global search is fast for finding contacts by name or email, but advanced filters allow searching by specific properties. The process takes 2 to 5 minutes depending on search precision. In Teeo, you type the lead's name and receive all their information instantly.
How to do it in Teeo
“Search for lead John García”
Results appear instantly with all contact information, history, and lead status.
How to search for a lead in HubSpot: step by step
Requirements
- ·HubSpot's global search works well for exact names and emails, but can be imprecise with similar names or duplicate records.
- ·If you have many contacts with the same name, using the email filter in the Contacts view is more efficient.
- ·HubSpot's search does not support phonetic search or tolerate spelling errors.
Use the global search bar
At the top of any HubSpot page, you'll see the global search bar (magnifying glass icon or text field). Click on it or press Ctrl+K (or Cmd+K on Mac) to activate it.
Type the lead's name
Type 'Juan García' in the search bar. HubSpot will show real-time results as you type. Results include contacts, deals, companies, and other records matching the search term.
Filter results by 'Contacts' type
In the search results, find the 'Contacts' section. If there are multiple results (e.g., a contact and a deal with the same name), click on the contacts section to see only person records.
Select the correct contact
If multiple contacts with similar names appear, identify the correct Juan García by their company, email, or any additional data visible in the result. Click their name to open the full record.
Alternative: search with advanced filters in Contacts
If the global search doesn't give precise results, go to CRM > Contacts. Click 'Filters' and add filters: 'First name contains Juan' and 'Last name contains García'. This gives more specific and controlled results.
Review the lead's full profile
Once in the contact record, you can see all information: contact details (email, phone), company, interaction history (opened emails, meetings, notes), associated deals, lifecycle stage, assigned owner, and recent activity.
Frequently asked questions
Can I search for leads in HubSpot by phone number?
Yes. HubSpot allows searching for contacts by phone number using advanced filters in CRM > Contacts. Add the filter 'Phone number contains [number]'. Global search can also find contacts by phone if you type the exact number, though it works better with names and emails.
Does HubSpot detect duplicate contacts when searching for a lead?
HubSpot does not automatically alert about duplicates in search results. However, in Settings > Data Management > Duplicates you can review and bulk merge duplicate contacts. It is recommended to do this cleanup periodically to keep the database organized.
Can I search for leads in HubSpot by pipeline status or deal stage?
Yes, using advanced filters in CRM > Contacts or CRM > Deals. Add the 'Deal stage' filter to filter contacts by associated deal stage, or use filters like 'Lifecycle stage' to see all leads, prospects, or customers. This more specific search is more efficient than global search for segmented lists.