Exactly what we need, we export deals with zapier from a spreadsheet and we need to autoassign them to contacts and companies, to keep record of them. ¿Has any one from Hubspot replied to this request? almost 3 years since.
need this
Would also be very helpful for my company.
It’s unacceptable that this is not available.
Also what we need!
We got this working by creating a custom deal property and assigning it as part of a workflow upon form submission.
1. Create custom deal property “Primary Contact” as a single line text
2. Create a workflow for Form Submission
- when a user fills out a form, create a Deal with “Company Name”
- Set Deal Property “Primary Contact” to the Contact Token $Email
I need to accomplish the same thing. but in my used case, I have two Zaps created with Zapier. One to Load Contact and one to Load Deal automatically from the external lead source. I want to be able to configure the integration in Zapier to Add Contact to the Deal Record automatically, or someone have an event triggered in HubSpot to do that which seems a little more challenging. Thx
Need this, as well. Tried to accomplish this several different ways just to automate adding a contact to a deal and send them an email. I’ve come very close but keep running into dead ends.