Skip to main content
Question

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

  • February 7, 2024
  • 5 replies
  • 34 views

Forum|alt.badge.img

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

 

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

5 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Zapier Orchestrator & Solution Partner
  • February 7, 2024

Hi @lachie016 

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


Forum|alt.badge.img
  • Author
  • Beginner
  • February 7, 2024

I’m trying to get it from HubSpot to Excel


Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Zapier Orchestrator & Solution Partner
  • February 8, 2024

@lachie016 

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

 


Forum|alt.badge.img
  • Author
  • Beginner
  • February 8, 2024

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?

 


Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Zapier Orchestrator & Solution Partner
  • February 8, 2024

@lachie016 

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