HubSpot Ideas

HMELEHI

Add primary label to the first associated company to a deal

Hello,

I'm running some Zapier automation next to Hubspot and I'm getting errors every time a deal does not have an associated company labeled as "Primary".
To give more details, there is a Zapier action that searches for the association deal_to_company. It is designed such that it collects the data of the primary company since it's the only criterion to distinguish the unique company you wanna get the data from.
The error is triggered once the "Primary" label is manually removed from the company that is associated with a deal, then when this deal reaches the stage that triggers the Zaps, Zapier is unable to find the supposed unique company.
My suggestion to overcome this issue:
  • Ask the user to specify another Primary company when he removes the default one (the company that was set as primary when the deal is created)
  • Do not allow removing the "Primary" label when there is one associated company to a deal