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  • How do I set up a Zap to retrieve the contact name instead of the contact ID for Deal SP and Deal DP?
Question

How do I set up a Zap to retrieve the contact name instead of the contact ID for Deal SP and Deal DP?

  • 8 February 2024
  • 5 replies
  • 18 views
L
Badge

Hi,

 

How would I setup a zap to allow me to get the contact name, not the contact ID of an individual for Deal SP and Deal DP. I have them set up to retrieve the Deal DP and Deal SP respectively, but It only gives me the ID number and not the name which I desire. Can you help. Thanks

 

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5 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @lachie016 

Please clarify which apps you are trying to use in the Zap.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
L
Badge

I’m trying to get it from HubSpot to Excel

Troy Tessalone
Userlevel 7
Badge +14

@lachie016 

If you have the HubSpot Contact ID, then add this Zap action: HubSpot - Find Contact (Search by ID)

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
L
Badge

I’m at this stage. When I select a first stage property name it then brings a dropdown menu of all the contact owners possible. Does this mean I need to set one of these up for each possible contact owner?

 

1 Attachment
Troy Tessalone
Userlevel 7
Badge +14

@lachie016 

Select ID from the dropdown, then another field will show to map the Contact ID variable.

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
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