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Best answer

How to add contact name from HubSpot Deals into Airtable?

  • February 28, 2021
  • 4 replies
  • 80 views
H

I am trying to make a Zap that creates a record in Airtable every time a deal enters a stage.

I would like to populate an Airtable Database with things like the Contact associated with the deal and the Company associated with the deal. Correct me if I'm wrong but in order to find the associated info, I need to use a find function (2).

 

I am struggling with searching for the data. For example, if I am trying to populate the Airtable with the Deal's Contact name then do I set up a Find Contact action, and search property name; First Name - but what should be the property value that is returned?

 

 

PLEASE SOMEBODY HELP <3

Best answer by Troy Tessalone

Hi @Hugpuf 

From the HubSpot New Deal trigger in Step 1, make sure to return the Contact data point which should be an ID since it’s a linked object.

Then in HubSpot Find Contact for step 2, search by Contact ID and map the Contact ID returned in Step 1.

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

4 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • Answer
  • February 28, 2021

Hi @Hugpuf 

From the HubSpot New Deal trigger in Step 1, make sure to return the Contact data point which should be an ID since it’s a linked object.

Then in HubSpot Find Contact for step 2, search by Contact ID and map the Contact ID returned in Step 1.

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
    H
    • HugpufBeginner
    • Author
    • Beginner
    • February 28, 2021

    Hi @Troy Tessalone 
    Thanks for the feedback! Hmmm nothing in step 1 suggests I can change what values get returned. What heading would that be under/

    ?

     

     

    Troy Tessalone
    Zapier Orchestrator & Solution Partner
    Forum|alt.badge.img+14
    • Troy TessaloneZapier Orchestrator & Solution Partner
    • Zapier Orchestrator & Solution Partner
    • March 1, 2021

    @Hugpuf 

    Try selecting the desired properties to return in this section of the trigger step:

     

    ⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
    AndrewJDavison
    Forum|alt.badge.img+11
    • AndrewJDavisonZapier Solution Partner
    • Zapier Solution Partner
    • April 27, 2021

    @Hugpuf 
    Just checking in to see if you still need help with this? 

    Find out more and hire me: https://zapier.com/partnerdirectory/andrewjdavison (andrew@andrewjdavison.com)
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