Help! Zapier to New Contact to New Deal

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jpearson86
Member

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.

1 Accepted solution

Accepted Solutions
sackerly
Solution
Participant

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!

View solution in original post

27 Replies 27
IsaacTakushi
HubSpot Employee

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

Alumnus, HubSpot Developer Support
patrickhaede
Participant

@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?

0 Upvotes
IsaacTakushi
HubSpot Employee

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?

Isaac Takushi

Alumnus, HubSpot Developer Support
0 Upvotes
michaelpalmer
Contributor

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

 

 

0 Upvotes
michaelpalmer
Contributor

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

0 Upvotes
IsaacTakushi
HubSpot Employee

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

Alumnus, HubSpot Developer Support
0 Upvotes
michaelpalmer
Contributor

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

 

Worked.

 

Thanks for your help.

 

Hubspot Deal Association in Zapier.png

michaelpalmer
Contributor

@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
Participant

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

0 Upvotes
sackerly
Solution
Participant

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!

View solution in original post

LeoWan65
Participant

awesome! Works perfectly. Thanks for sharing the information 😄

0 Upvotes
Anonymous
Not applicable

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.

 

0 Upvotes
IsaacTakushi
HubSpot Employee

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?

Isaac Takushi

Alumnus, HubSpot Developer Support
0 Upvotes
Anonymous
Not applicable

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

0 Upvotes
IsaacTakushi
HubSpot Employee

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?

Isaac Takushi

Alumnus, HubSpot Developer Support
0 Upvotes
Anonymous
Not applicable

... I feel dumb now.

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

 

 

fabianbollhalde
Member

Hello,

 

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

 

Best,

Fabian

 

 

0 Upvotes
IsaacTakushi
HubSpot Employee

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 stepReference ID of deal created in previous step

Would this method work for you?

Isaac Takushi

Alumnus, HubSpot Developer Support
0 Upvotes
awrietow
Participant

@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?

0 Upvotes
jrevers
Member

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

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

Alumnus, HubSpot Developer Support
jp1981
Participant
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?
0 Upvotes
jp1981
Participant

Can anyone assist with the above?

0 Upvotes
jp1981
Participant

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...

Marlev
Member

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

 

 

0 Upvotes
jobfounda
Member

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?

0 Upvotes
Marlev
Member

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

0 Upvotes