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Best answer

Adding a deal in a specific Hubspot pipeline from an Airtable row

  • 17 October 2022
  • 2 replies
  • 67 views
D

Hi There, 

 

I am trying to set up a zap that creates deals in Hubspot from rows in Airtable. My question is - is there any way to have the deals go into different pipelines? 

 

For example, if I have an inbound who is an enterprise client and another inbound who is a start-up can I have one row trigger to build a deal in the enterprise pipeline and another trigger to build a deal in a start-up pipeline? does anyone know how to properly set this up? 

 

Thank you! 

icon

Best answer by Troy Tessalone 17 October 2022, 16:47

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This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

2 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @Dani_pico 

Good question.

Yes, that’s possible.

You’ll need to get the internal HubSpot IDs for each Pipeline and the Pipeline Stages.

Then you can manage and link a lookup table in another Airtable Table to link those records in Airtable

OR

You can use a Formatter > Utilities > Lookup Table: https://zapier.com/help/create/format/create-lookup-tables-in-zaps

 

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
chanelle
Userlevel 7
Badge +8

Hi @Dani_pico, did you have any questions on Troy’s recommendations above? 

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