When a new subscription is made, we create a new deal in Hubspot. When that happens, I have the Hubspot Company Owner name from my external system (which is the same as the Deal owner name) but I am having trouble trying to find the Deal owner ID to send when I create a new deal.
The only way I can think of doing it is via a Lookup table but that would require manual data entry to keep that up to date. Is there a better solution?
How can I set the Deal owner ID if I have Company Owner?
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Userlevel 7
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22 February 2024
Hi
There are HubSpot “Find” steps that can be used to find the Internal ID. (e.g. search by name)
Then you can use this Zap action: HubSpot - Create Associations
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23 February 2024
hi
I didn’t see any HubSpot “Find” step to find the internal ID. I see “Get owner by email” and “Get owner by ID” but those don’t seem correct for my use case since I only have their Name at this point. Maybe I’m missing something?
Userlevel 7
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23 February 2024
HubSpot Zap app triggers/actions available: https://zapier.com/apps/hubspot/integrations#triggers-and-actions
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23 February 2024
I only saw the Get Owner by Email and Get Owner by ID.
Userlevel 7
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23 February 2024
There are these options to “Get Owner”, but you may have to use one of these actions to search by Owner Name.
- Custom Action
- API Request
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