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HUBSPOT create company and contact with the same excel line

  • 9 August 2020
  • 1 reply
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Userlevel 1

Hi,

I try to make a simple thing maybe someone can help me. I need to make a zap with one trigger on excel spreesheet when something is including on a line it”s create a company in hubspot and create a contact. But when i made that the company and the contact are created but separated while my info are on the same line in excel online. I don’t understant. Help me please ...

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Best answer by nicksimard 12 August 2020, 22:57

Hi @camillemoretti!

It sounds like your Zap is set up something like this...

Trigger: New Spreadsheet Row
Action: HubSpot — Create Company
Action: HubSpot — Create Contact

...and you want to connect the contact and the company.

If that’s the case, you can add a step after those two that looks like this:

This will create an association between your contact and your company. Can you give that a try to see if you can get that working?

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Hi @camillemoretti!

It sounds like your Zap is set up something like this...

Trigger: New Spreadsheet Row
Action: HubSpot — Create Company
Action: HubSpot — Create Contact

...and you want to connect the contact and the company.

If that’s the case, you can add a step after those two that looks like this:

This will create an association between your contact and your company. Can you give that a try to see if you can get that working?