APIs & Integrations

MSFilskow
Miembro

Zapier deal to deal associations

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Hi all,

 

I want to create a deal-deal association in Hubspot through zapier create associations event, but it isn't possible. 

When i select my first object as a deal, it then removes deal from the list as a second option (figured this out as if i select contact, deal is available). 

Has anyone else encountered this? Does anyone have a workaround?
Thank you!

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1 Soluciones aceptada
Josh
Solución
Experto reconocido | Partner nivel Diamond
Experto reconocido | Partner nivel Diamond

Zapier deal to deal associations

resolver

Hi @MSFilskow,

 

Do you have a Pro version of HubSpot? If you do, I'd suggest using this function: https://knowledge.hubspot.com/workflows/manage-crm-record-associations-with-workflows?hubs_content=k...

 

You can associate deals to deals, you'll just need something shared between the deals so the workflow knows how to function. For example, if you wanted to associate all deals that are related to one contract, as long as all deals had a contract id, the workflow could associate them for you.

 

If you don't have Pro, you can use the Associations API

 

Josh


Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Diamond Partner & HubSpot Certified Trainer

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1 Respuesta 1
Josh
Solución
Experto reconocido | Partner nivel Diamond
Experto reconocido | Partner nivel Diamond

Zapier deal to deal associations

resolver

Hi @MSFilskow,

 

Do you have a Pro version of HubSpot? If you do, I'd suggest using this function: https://knowledge.hubspot.com/workflows/manage-crm-record-associations-with-workflows?hubs_content=k...

 

You can associate deals to deals, you'll just need something shared between the deals so the workflow knows how to function. For example, if you wanted to associate all deals that are related to one contract, as long as all deals had a contract id, the workflow could associate them for you.

 

If you don't have Pro, you can use the Associations API

 

Josh


Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Diamond Partner & HubSpot Certified Trainer

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