Gmail Sales Extension

Prestijacopo
メンバー

Double contact creation

解決

hi there,

 

I have connected a Form on my WIX website (Wix form) to hubspot via a ZAP. I have managed to allow the zap to create the deal as I want and for a contact to be created with the Name, Last Name, email details in the form but I have the following issues:

  1. 2 contacts are created. One correctly as expected and one with a weird wix email. Does anyone know why? Prestijacopo_0-1611816246240.png

     

  2. The deal I create does not get the contact automatically associated. I need to do it manually. Is there a way to fix this?


    thanks a lot 
0 いいね!
1件の承認済みベストアンサー
lynton
解決策
投稿者 | Elite Partner
投稿者 | Elite Partner

Double contact creation

解決

In HubSpot Workflows, you can add an action called "Create Record", and choose Deal as the record type. It will create a deal associated with the contact/company, copy timeline events, and set other properties as you desire. Check it out and see if it works better for you than a Zap.

元の投稿で解決策を見る

7件の返信
Prestijacopo
メンバー

Double contact creation

解決

#####I think I have the solution######

I think I have just find out the issue. I have had to disable the creation of contact on the WIX form settings. Since I have done that no crm.wix.com contact gets created.


I hope this can be of help for anyone else

 

0 いいね!
lynton
投稿者 | Elite Partner
投稿者 | Elite Partner

Double contact creation

解決

Sounds good! Is there a reason a HubSpot Workflow isn't able to create the deal for you, instead of Zapier?

 

Prestijacopo
メンバー

Double contact creation

解決

as far as I understand from my research it can only create contacts. no other element in HubSpot

0 いいね!
lynton
解決策
投稿者 | Elite Partner
投稿者 | Elite Partner

Double contact creation

解決

In HubSpot Workflows, you can add an action called "Create Record", and choose Deal as the record type. It will create a deal associated with the contact/company, copy timeline events, and set other properties as you desire. Check it out and see if it works better for you than a Zap.

lynton
投稿者 | Elite Partner
投稿者 | Elite Partner

Double contact creation

解決

Hi @Prestijacopo - I'm not sure why you're seeing a duplicate contact with a wix email address. However, you might want to check out the free Wix app in the HubSpot marketplace. It automatically pushes form submissions, new contacts, and contact updates, to HubSpot. You can use a HubSpot workflow to automatically create the deal and associate it with the contact.

Prestijacopo
メンバー

Double contact creation

解決

Hi Lynton,

 

thanks a lot for the message. I have installed the hubSpot Wix app but I am using the Zap to create a deal. In an ideal world I am looking to create from 1 form submission 1 contact (unless the client already exist) and 1 deal.  

Any suggestion?

 

regaeds

0 いいね!
TiphaineCuisset
コミュニティーマネージャー
コミュニティーマネージャー

Double contact creation

解決

Hi @Prestijacopo 

 

Thank you for reaching out. 

 

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

 

Thank you

Best

Tiphaine


Saviez vous que la Communauté est disponible en français?
Rejoignez les discussions francophones en changeant votre langue dans les paramètres !

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


0 いいね!