Nov 16, 2021 10:03 AM - edited Nov 18, 2021 3:49 AM
I am using Zapier to create deals in my Hubspot Pipeline from a Briefing Form qe get from Tally.so (just a form builder).
I need that the deal is associated with both a lead and a company (this is a must). In our use case, the company is 95% of the times already in the CRM.
So, in Zapier, i use the action Find or Create a company in Hubspot, based on teh website of the company.
However, even if the website provided already exists in Hubspot, Zapier is creating a new company, with the exact same data as the existing one, which causes us a lot of trouble as it generates a conflict with another integration we have with a prospecting tool.
Has anyone suffered from this issue with Zapier? Do you know a way where I can create the association between a company and a deal using a workflow? I haven't been able to set this...
Thanks a lot!
Nov 17, 2021 5:46 PM