Is there a way to Create OR Update a Deal in HubSpot through Zapier?

Developer Support APIs & Integrations
1

I’d like a Zap to Create or Update a Contact (which I have set up) and then Update the Deal associated with that contact OR create a new deal if there isn’t one associated.

I can only seem to do one or the other - I can build a zap to create a new deal (but that’s redundant if there’s already one connected with the contact and throws off the reporting in our pipeline), or I can build a zap to update the deal associated with the contact but that leaves a gap if there’s not already a deal associated.

Is there a way for the Zap to find any associated deals and update them, or create a new deal if none exist?

Thanks for any assistance!

2

Hi there,

If you haven’t already, you could try something like the following in Zapier:

Trigger X --> Action: “Create or Update Contact” (which you mention you’ve already got working :+1:) --> Action: “Find Associations in HubSpot” (where you’d search for Deals associated to the given Contact from the previous step) --> Action: “Find Deal” (which says it should give an option to create if no Deal is found)

Hope that helps :slightly_smiling_face:

Thanks,

Zach

3

Oh, that makes sense. I’ll give that a try. Thank you!