Question

Existing Contact in Hubspot create a Deal

  • 8 March 2023
  • 2 replies
  • 12 views

Userlevel 1

Hey there,

I'm trying to build the following automation: I want HubSpot to create a new Deal for every existing contact. Then the Deals should be already taken into the right sales pipeline/stage, depending on which contact information the existing contact gave me.

 

I am getting new contacts/have my existing contacts by using a Typeform for leads. 

 

Is there a possibility to let Zapier create a deal in HubSpot, with an existing contact in HubSpot and already?

 

Thanks for your help


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2 replies

Userlevel 7
Badge +8

Hi @Saschajo 

 

for Zapier to operate, it needs a trigger, the trigger in this case is New Contact in Hubspot. Zapier does have Transfer by Zapier but at the current moment it does not support Hubspot.

Userlevel 7
Badge +14

Hi @Saschajo 

Good question.

Depending on your HubSpot plan, you may be able to use HubSpot Workflows.