I set up a Zap to trigger when there are new contacts in a HubSpot list, merging contact and company name properties into a deal.
However, this has led to many duplicate deal names (merged deal name is {Source type}_{Company Name}), as it's quite possible to have data for different contacts from the same company.
I would like to know if there's a way to merge under the same company and associate multiple contacts, so that only one deal is generated instead of multiple deals being created.
+6
Hi there
Welcome to the Community! 🎉
I believe using the “Create Associations” action for HubSpot is the best fit for your workflow.
Hopefully, this helps!
Hi
Thanks for reply!
I understand that Associations can be used to link multiple contacts to a single Deal.
However, what I find challenging is how to prevent the creation of duplicate Deals, as it seems that a Deal must be created first before Associations can take place.😵
+14
Hi
Try this Zap action: HubSpot - Find/Create Deal
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