How to automatically assign a contact to a deal (within Hubspot)

@Troy Tessalone, 

I dont know why its working but it is working now. Thank you for all your help and patience. I will try not to touch anything and hopefully it keeps working. 

@Troy Tessalone,

Thanks for your help. Maybe its best to wait for Hubspot to fix it? Do you think the New Deal trigger will be available in the next couple of weeks?

@AFM 

Try changing your Zap trigger step data: https://zapier.com/help/create/basics/change-the-test-data-in-your-zap-trigger

@AFM

Make sure to test each Zap step manually

@AFM

Please post screenshots with all your Zap steps, thanks.

@DreTech 

You’ll need to use static IDs and/or use Zap steps to Find the Contact/Deal you want to dynamically map via variables as shown below.

This relates to the Contact

This relates to the Deal

Hi @DreTech & @AFM  & @danielajk 

Try this…

Zap Step 2 is related to the HubSpot Contact

Zap Step 3 is related to the HubSpot Deal

TIP: When in doubt, test it out!

@AFM 

Can you please post full screenshots of your Zap steps.

Unable to tell what HubSpot trigger event you are using.

NOTE: By default HubSpot will return certain properties for the chosen object.

Hi @AFM 

Try these Zap steps…

1. Trigger: HubSpot - New Contact
2. Action: HubSpot - Create Deal
3. Action: HubSpot - Create Associations

Hi,

I have the exact some problem as you. The legacy Hubspot API was great. The new one is not good. This is unfortunate. I am working on doing something with my own API key and seeing if I can get anything from there.

Until then, I have two workflows:

1. New deals:
2. Updated deals where the contact association has changed

Here is the issue: There is no way to have a trigger that notices a change to hubspot associations. That is, if you change a contact associated with a deal - there is no trigger for that.

A workaround I have created is to use the trigger ‘update on property change’ and use the property change ‘last modified time’.

But now there are a LOT of triggers that are created. Every chat, conversation, email, phone call, everything is a trigger.

So then I dealt with it in three parts:

1. A trigger system that sends a webhook
2. A catcher system that sorts and filters these triggers and passes on to the actual updater
3. The updater that updates the database with all sorts of interesting things (looping through associated contacts to get their details and update them for example) but this is not a concern for the time being.

The Trigger goes like this:

1. Receive trigger
2. create a key in storage by zapier with Key: CID_{Deal_ID} and value {zap_meta_timestamp}
3. send webhook

The Catcher goes like this:

1. Receive webhook with Deal_ID
2. Go into delay by zapier queue with queue name Q_{Deal_ID}
3. once out of delay use storage by zapier to find key CID_{deal_ID}
4. Filter by zapier to continue only if a value is found at CID_{deal_ID}
5. It runs some other checks (not important) before sending a webhook to the actual updater and then:
6. Uses storage by zapier to erase the key and value at CID_{Deal_ID}

The updater goes like this:

1. Receive webhook with Deal_ID
2. Find deal by Deal ID
3. Find Associations by Hubspot type
4. Loop through to do what I want with them.

In your case it seems you have:

1. A deal
2. A contact
3. No way of associating the contact with the Deal

I would recommend:

1. Once a deal is created with your other Zap
2. Send webhook for sub routine and make the payload the DealID and contactEmail
3. Sub routine searches for contact by email address (the unique key for contacts in HS)
4. New association using dealID and ContactID

@Troy Tessalone Thanks a lot for this tip. I could get it to work now. I have an trigger in place that creates a deal from a contact list in Hubspot. Once triggered, the zap will now include first and last name aswell as the contact id. It will separate the three with tha Formatter. With the Contact ID it is then easy to find the contact and create the association. I have one more issue with the contact association and automatic deal creation. So it seems that once a deal is automatically created with a zap based on another trigger, the contact association zap does not trigger (or recognize the new deal?). I have tested this by comparing the deals created via the zap from the Hubspot contact list vs. creating a deal manually. The contact association zap only triggers when a deal is manually created (only my test deal from 14.19).

@Troy Tessalone mmh, ok but why won’t it let me choose the respective value in Hubspot

Is it because it is already retrieving these standard properties? How can I then define that the “ID” is one from the standard properties list?