Hi,
I have a Zap which retrieves information about a closed lost deal in HubSpot. We would like to change this closed lost deal back to a lead but I'm struggling to retrieve the associations to the companies.
I have this stage which returns the primary company but won`t return all the companies associated with the deal.
How do I return all the companies associated with the deal rather than just the primary. I have a similar step for contacts and this returns all of them correctly.
Thanks
James
+6Hey
This is a limitation of Hubspot Zapier integration as Find Associations action only supports one association even though Hubspot can have multiple associations.
There is a workaround by querying the API directly using Webhooks in Zapier action. Here is the API documentation about it here- https://developers.hubspot.com/docs/api-reference/crm-associations-v4/guide. You have to call this particular endpoint- /crm/v4/objects/deals/{dealId}/associations/companies.
After that you can loop using a Looping action. Here is an article about Webhooks in Zapier- https://help.zapier.com/hc/en-us/articles/8496326446989-Send-webhooks-in-Zaps.
I can understand that it’s a bit more technical and complex but if it’s important for you, you can give this approach a try. Hope it helps!
PS: If you need more active help, I’m happy to connect through my Zapier Solution Partner page if you’d like to reach out here- https://zapier.com/partnerdirectory/automation-jinn
Hi.
Thank you for the information, I had looked at API calls but thought the get association would work and i was doing something wrong.
I have the API call working now so will work with that.
Many thanks
+6Hey
Glad to hear that you were able to make it work.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
