Help! Zapier to New Contact to New Deal

[jpearson86]

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.

[jp1981]

Can anyone assist with the above?

[jp1981]

For anyone else getting stuck with this, one has to create an extra step to get this working now. "Create Association in HubSpot. Why its so backwards is beyond me...

https://community.zapier.com/ask-the-community-3/hubspot-deal-triggers-no-longer-include-contact-ids...

[awrietow]

@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?

[fabianbollhalde]

Hello,

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

Best,

Fabian

[IsaacTakushi]

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?

[Anonymous]

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.

[IsaacTakushi]

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?

[Anonymous]

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

[IsaacTakushi]

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?

[Anonymous]

... I feel dumb now.

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

[LeoWan65]

awesome! Works perfectly. Thanks for sharing the information 😄

[michaelpalmer]

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

Worked.

Thanks for your help.

[patrickhaede]

@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?

[IsaacTakushi]

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?