topic Re: Help! Zapier to New Contact to New Deal in APIs & Integrations

Help! Zapier to New Contact to New Deal

jpearson86 — Tue, 10 Dec 2019 21:42:13 GMT

Hi,

I finally managed to get Zapier to create or update an existing contact.

I then managed to get Zapier to create a new deal. However, the two are completely separate. I want to be able to go in to my contact and see that there is an associated deal.

At the moment I cant tell there is any deals connected to that contact. The two are being set up separate.

Re: Help! Zapier to New Contact to New Deal

IsaacTakushi — Thu, 19 Dec 2019 20:15:05 GMT

Hi, @jpearson86.

Apologies for the delayed response.

When creating a deal, the older "HubSpot CRM" integration within Zapier allows you to select an associated contact. See the screenshot below.

These options are available when creating new deals

If you create contacts before your deals, you could use this action to associate new deals with those contacts.

I haven't yet found this action within the newer "HubSpot" integration, however.

Re: Help! Zapier to New Contact to New Deal

patrickhaede — Wed, 08 Jan 2020 08:56:41 GMT

@IsaacTakushi Thank you for explaining the above solution. However, even if I try it the exact same way it does only create the contact for me and breaks whenever I want to create the deal (deal is not sent to Hubspot). How exactly did you set up the link between contact and deal so that both are created?

Re: Help! Zapier to New Contact to New Deal

IsaacTakushi — Wed, 08 Jan 2020 18:36:43 GMT

Hi, @patrickhaede.

To clarify, are you creating the contact in a separate Zap or in the "Create Deal in HubSpot CRM" one above?

@jpearson86, did you encounter this issue?

Re: Help! Zapier to New Contact to New Deal

michaelpalmer — Wed, 08 Jan 2020 18:42:58 GMT

Thanks for sharing this.

I am attempting this by adding an old version of the hubspot zap.

I've created/updated a contact. in the search what is the correct field to select to do the relation from the previous search?

Re: Help! Zapier to New Contact to New Deal

michaelpalmer — Wed, 08 Jan 2020 18:47:21 GMT

@IsaacTakushi this question was directed at you. I forgot to tag you in the conversation.

Re: Help! Zapier to New Contact to New Deal

IsaacTakushi — Thu, 09 Jan 2020 14:10:29 GMT

Hi, @michaelpalmer.

I couldn't find a way to tell Zapier to "use the last contact I created," but in my example, I added an extra column to my Google Sheet with the new contact's email and then used that as the lookup.

This worked and created this deal in my HubSpot account:

Re: Help! Zapier to New Contact to New Deal

michaelpalmer — Fri, 10 Jan 2020 04:05:26 GMT

I used the new zap to find the contact, then the old to create the deal.

Worked.

Thanks for your help.

Re: Help! Zapier to New Contact to New Deal

michaelpalmer — Thu, 06 Feb 2020 22:05:58 GMT

@IsaacTakushi ,

What I've found is that after I've created a contact in hubspot.

I put a delay in, then I do another look up in the zap back to hubspot and then use that look up for the Vid ID. It's working great.

See Image. Note I'm using the old Hubspot Zap App for the deal which I think you recommended.

Re: Help! Zapier to New Contact to New Deal

LeoWan65 — Fri, 21 Feb 2020 23:12:06 GMT

Hubspot CRM is a Legacy now, I cant use that Hubspot CRM anymore. How do I associate a deal to HS now?

Re: Help! Zapier to New Contact to New Deal

sackerly — Sat, 22 Feb 2020 16:36:32 GMT

I had this same issue, until I created a zap with 4 steps:

Trigger - an external transaction

Action - create or update Contact in Hubspot

Action - create a Deal in Hubspot

Action - add a Contact to a Deal in Hubspot

It's working well!

Re: Help! Zapier to New Contact to New Deal

LeoWan65 — Sun, 23 Feb 2020 22:12:36 GMT

awesome! Works perfectly. Thanks for sharing the information 😄

Re: Help! Zapier to New Contact to New Deal

Anonymous — Thu, 23 Apr 2020 01:39:52 GMT

Now how do we do the opposite?

Here's what I'm trying to do:

When a deal enters a particular Deal Stage, I need to identify the Contact within that Deal (specifically the email address).

I will then use this to move that Contact into a Workflow.

I actually got it to work IF I name the Deal = the Contact's Email (& nothing else).

But I would like Zapier to search within the Deal Name and find the Email amongst other properties because a Deal named after an email address alone is not ideal.

Re: Help! Zapier to New Contact to New Deal

IsaacTakushi — Thu, 23 Apr 2020 14:49:19 GMT

Welcome, @Anonymous.

Can you accomplish this with a single HubSpot workflow?

Contact-based workflows can enroll contacts on their associated deals' dealstage values. Is there a particular reason Zapier must be used?

Re: Help! Zapier to New Contact to New Deal

Anonymous — Thu, 23 Apr 2020 14:59:00 GMT

I think that requires you to upgrade to Sales Hub Professional, does it not?

Re: Help! Zapier to New Contact to New Deal

IsaacTakushi — Thu, 23 Apr 2020 15:07:00 GMT

With your subscription, you should have the ability to select deal-related enrollment criteria in a contact-based workflow, per this screen recording. Are you not seeing that option?

Re: Help! Zapier to New Contact to New Deal

Anonymous — Thu, 23 Apr 2020 18:34:19 GMT

... I feel dumb now.

Yes, I actually do have that trigger option - thanks!

Re: Help! Zapier to New Contact to New Deal

fabianbollhalde — Fri, 01 May 2020 16:21:20 GMT

Hello,

how did you manage to make this work as you need to input the Deal ID?

Best,

Fabian

Re: Help! Zapier to New Contact to New Deal

IsaacTakushi — Fri, 01 May 2020 17:57:32 GMT

Hi, @fabianbollhalde.

@sackerly's solution includes the action "Create Deal in HubSpot," which allows subsequent actions like "Add Contact to Deal in HubSpot" to reference the ID of the deal created in the previous step.

Reference ID of deal created in previous step

Would this method work for you?

Re: Help! Zapier to New Contact to New Deal

awrietow — Tue, 07 Jul 2020 21:43:22 GMT

@sackerly would you be willing to share a copy of your zap? Or a screenshot of the 3rd action and how it's set up?