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.
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 Zapier
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.
mar 22, 202112:00 AM - editado mar 22, 202112:00 AM
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Help! Zapier to New Contact to New Deal
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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
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.
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.
This worked and created this deal in my HubSpot account:
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?
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 dropdown2. Select previous action3. Click "All Options"4. Select "Vid"