Automatically assign contact to a deal

Prestijacopo
Member

I am creating a deal from a Form submission on a wix site via a Zap. 
In the form I am collecting also contact details (Name, email etc). I would like to automatically assign this contact to the deal that I create. 

Does anyone know if and how it can be done?

0 Upvotes
3 Replies 3
TiphaineCuisset
Community Manager

Hi @Prestijacopo 

 

Thank you for reaching out

 

I want to tag some of our experts on this - @MichaelC @lynton @Ben_M  do you guys have any thoughts for @Prestijacopo on this? 

 

Thank you!

Best

Tiphaine

 

 


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KTownsend
Member | Diamond Partner

Hi!

At the moment, I unfortunately don't think you can automatically assign a contact to a deal via a workflow. Take a look at this article for more: https://community.hubspot.com/t5/HubSpot-Ideas/Automatically-add-contact-to-deal-in-workflow/idi-p/2... 

Prestijacopo
Member

Hi @KTownsend 

thanks for your message I have looked into that but unfortunately is not what I need.

My question is if I can pass (through Zapier or other solution) from the form the email address of the contact as the contact assigned on the deal.

 

 

0 Upvotes