APIs & Integrations

jpearson86
メンバー

Help! Zapier to New Contact to New Deal

解決

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.

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sackerly
解決策
参加者

Help! Zapier to New Contact to New Deal

解決

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!

元の投稿で解決策を見る

34件の返信
surmacki
投稿者

Help! Zapier to New Contact to New Deal

解決

As of May 28th, it works fine but completely different from what all the previous posts explain. Here are my steps:

1. Catch hook / Any other trigger

2. Some text formating using split text to have the first name and last name separated

3. Create or update contact in HubSpot

4. Create deal in HubSpot

5. Create Associations in HubSpot --> Contact to deal

surmacki_0-1622195381090.png

The last one is tricky so above is a screenshot. 

 

GustavoAlverio
参加者

Help! Zapier to New Contact to New Deal

解決

A version of this worked for me and am very grateful. Thank you!

Note: When creating the  "Create Associations in HubSpot" action, I used the Contact ID and Deal ID sourced from the "New Contact In List" trigger and "Create Deal in HubSpot" action.Associate contact with deal in HubSpot using ZapierAssociate contact with deal in HubSpot using Zapier

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michaelpalmer
投稿者 | Solutions Partner
投稿者 | Solutions Partner

Help! Zapier to New Contact to New Deal

解決

Interesting, Create associations is a new zap function I have not seen. Thanks for sharing!!

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JSRowland6
参加者

Help! Zapier to New Contact to New Deal

解決

Here is a video of how I have successfully associated contacts to support tickets.  In this case I'm pulling data from Kixie and creating support tickets for both abandoned calls that my staff will call back and for voice messages which get embedded in the ticket as a URL.  

https://share.getcloudapp.com/eDuyk5B9

Below are photos:

JSRowland6_0-1622082880055.png

JSRowland6_2-1622082973407.png

 

 

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RobS_DIYdesigns
メンバー

Help! Zapier to New Contact to New Deal

解決

Geek4lyfee are you able to provide more info on the create associations step, I am struggling to get this to work, connecting the contact to the deal. Thanks

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IsaacTakushi
HubSpot Employee
HubSpot Employee

Help! Zapier to New Contact to New Deal

解決

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 dealsThese 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.

Isaac Takushi

Associate Certification Manager
Geek4lyfee
メンバー

Help! Zapier to New Contact to New Deal

解決

I actually got it to work! I had to add a small delay, I think I added a .1 minute delay and then added engagement post (for notes, I added all lead information here including message information from the website form) and also associated the deal with the contact! This worked in 2021 lol. 

 

Screen Shot 2021-03-17 at 9.56.13 AM.png

michaelpalmer
投稿者 | Solutions Partner
投稿者 | Solutions Partner

Help! Zapier to New Contact to New Deal

解決

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?

 

Hubspot Zap.png

 

 

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michaelpalmer
投稿者 | Solutions Partner
投稿者 | Solutions Partner

Help! Zapier to New Contact to New Deal

解決

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

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IsaacTakushi
HubSpot Employee
HubSpot Employee

Help! Zapier to New Contact to New Deal

解決

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.

 

Screen Shot 2020-01-09 at 9.02.48 AM.png

Screen Shot 2020-01-09 at 9.05.31 AM.png

This worked and created this deal in my HubSpot account:

Successful contact association.jpg

Isaac Takushi

Associate Certification Manager
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michaelpalmer
投稿者 | Solutions Partner
投稿者 | Solutions Partner

Help! Zapier to New Contact to New Deal

解決

@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.

 

Zap.png

 

LeoWan65
参加者

Help! Zapier to New Contact to New Deal

解決

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

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sackerly
解決策
参加者

Help! Zapier to New Contact to New Deal

解決

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!

GillesToussaint
メンバー

Help! Zapier to New Contact to New Deal

解決

Hi everyone, is it me or I can not find the "add a contact to a deal" in Zappier (for the Hubspot zap)?

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jobfounda
メンバー

Help! Zapier to New Contact to New Deal

解決

Hi there, I was wondering how you did the last step, I can't seem to find the action to add a contact to a deal in Hubspot. What is the name of this step?

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Marlev
参加者

Help! Zapier to New Contact to New Deal

解決

Hi, there is no such step! Every step are displayed in the picture

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Marlev
参加者

Help! Zapier to New Contact to New Deal

解決

Hello everyone,

 

As you know the last step "Action - add a Contact to a Deal in Hubspot" is not available anymore.

 

The solution explained here works : https://community.zapier.com/ask-the-community-3/hubspot-deal-triggers-no-longer-include-contact-ids...

 

For my part see below

 

Capture d’écran 2020-09-17 à 13.18.28.png

 

 

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jrevers
メンバー

Help! Zapier to New Contact to New Deal

解決

I am not finding the "Add a Contact to a Deal in Hubspot" as an option?

Where do I find that? I have:

 

Trigger - new order

Action - create or update a contact in Hubspot

Action - create a Deal in Hubspot

...? I seem to be missing this option?

 

Thanks!

IsaacTakushi
HubSpot Employee
HubSpot Employee

Help! Zapier to New Contact to New Deal

解決

Hi, @jrevers.

 

I no longer see the "Add Contact to Deal in HubSpot" action (pictured in my response on May 1, 2020), either.

 

Association options seem to have been added to the "Create Deal in HubSpot" action, however. If you scroll all the way to the bottom of that action's options, you should see Company and Contact association options. You can select ID values from previous steps (e.g. "Create or Update Contact in HubSpot").

 

See the progression of screenshots below:

 

1. Open dropdown1. Open dropdown2. Select previous action2. Select previous action3. Click "All Options"3. Click "All Options"4. Select "Vid"4. Select "Vid"

Let me know if this works!

Isaac Takushi

Associate Certification Manager
jp1981
参加者

Help! Zapier to New Contact to New Deal

解決
Hi

I don't see
Add Contact to Deal in HubSpot
Nor
you should see Company and Contact
when creating a deal. What am I missing?
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