Sales Integrations

HFas
Member

Zapier Associated Contact from new Deal

Hello Hubspot commnunity. We have (I believe) a relatively simple use case for that involves pulling specific data from HubSpot when a new deal is created. Below is the workflow we'd like, and where we are stuck. 

 

Ideally the workflow would be as follows:

1. A new deal is created in HubSpot

2. Zapier pulls the associated contacts, into another software.

 

The problem is "associated contacts" is not a valid property of deals (although in HubSpot itself I can see the associated contacts on the right menu pane when I click into a deal). When I click on "manage properties" the closest thing I can see is "number of associated contacts" which only reports a number, when the output I need is actually the specific contacts names and email addresses. 

 

Any way to make this work? 

 

 

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PamCotton
Community Manager
Community Manager

Zapier Associated Contact from new Deal

Hello @HFas welcome to our Community.

 

I recommend copying the property from contacts to deals, this way when Zapier pulls the deals' information, this custom property is also pulled into another software. 

 

When you add a Copy to a property value action in a workflow, only source and target properties with compatible property field types can be selected.

 

I want to share this knowledge base with more information about compatible sources and target properties for copying property values in workflows and invite our top experts to share their thoughts, @franksteiner79 @Dan1 @Olivia_Bagnall any recommendations to @HFas?

 

Thank you,

Pam

 

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