Help! Zapier to New Contact to New DealSOLVE
Dec 10, 2019 4:42 PM
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.
Solved! Go to Solution.
Feb 22, 2020 11:36 AM
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!