Dear Zapier Community,
I am trying to automate the automatic association of a contact to a created deal. What I have done is create two sales pipelines for which I have automatically created Deals via the Zapier integration from contacts that came in via a Hubspot form the past weeks (so existing contacts in Hubspot). The creation of these deals from the contacts (based on a contact property change) worked. But I now have the problem that none of my contacts are associated with my created deals. For context, my business does not operate with other businesses/companies but with private individuals, therefore the deal name is equal to the contacts first and last name. I have tried many versions through zapier but the issue seems to be that the automatic association from a contact to a deal cannot be resolved through the zapier options. Any idea how I can automatically assign my contacts to the created deals so I do not have to do this manually each time? Or if I may be missing an important step inbetween (tried it with find contact before association but also not successful).
Thank you a ton in advance and best
Best answer by christina.dView original
Based on the error in the screenshot it seems to indicate there is no matching HubSpot Contact for that ID.
Make sure that Contact exists in HubSpot.
Help article about how to change your trigger test data: https://zapier.com/help/create/basics/change-the-test-data-in-your-zap-trigger
Please post screenshots with how your HubSpot Create Associations step is configured with the variables mapped.
NOTE: You’ll need to map the internal HubSpot IDs for the Contact and Deal, instead of the friendly names.
Thanks for your fast reply. I have made another screenshot and included some further information:
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Give this a try...
This is the ID of the Deal, but you are saying it’s a Contact Object, so try changing that.
This should also be a “Contact”.
it seems like it is an issue with Hubspot. They used to have a direct association of the ids of deals and contacts in their legacy CRM but removed the feature in the new version. I wrote to their support and she referred to some of these work arounds:
I am trying to get this to work via the Create New Deal In Stage initial trigger, but for some reason I cannot find a contact or update it before taking the next steps, I can find the value “vid” but for some reason cannot identify the correct values for the contact information next steps. But maybe I’m also missing something
Some people are also suggesting to work with delays?
Here they somehow can also customize deals, which I could not in my zap:
Pretty consequential decision Hubspot made to remove this one feature
Try using a HubSpot Find Associations step in your Zap:
unless I manually associate the contact in the Deal, I think there will be no chance for the system to know to which deal which contact should be associated to or vice versa. Actually the only way for it to know is to get the first and last name of the contact as they are identical with the deal name (the deal name was created from the first and last name of the contact as no company is involved) but I think it only works in the zap with the respective ids.
I can also only choose the deal id (41406..) which it then seems to take for the contact id.
Reversind deal and contact gives you the same result
If the Deal Name is the same as the Contact Name, then try adding a Find Contact step to the Zap before doing a Create Association step:
Is it because it is already retrieving these standard properties? How can I then define that the “ID” is one from the standard properties list?
You need to map variables from a previous step.
For example, if your Deal Name is the Contact Name, then you may need a Formatter step to split the Deal Name into Contact First Name and Contact Last Name: https://zapier.com/help/create/format/get-started-with-formatter#using-the-lookup-table
NOTE: Splitting Full Names by spaces may not work as expected due to these reasons:
The HubSpot New Deal Zap trigger is NOT instant.
Polling trigger: the majority of triggers are polling triggers.
With a polling trigger, Zapier will check for new data from your trigger every 1 to 15 minutes in order to start your Zap, depending on your pricing plan.
Check your Zap Runs to further troubleshoot: https://zapier.com/app/history/
I have the exact some problem as you. The legacy Hubspot API was great. The new one is not good. This is unfortunate. I am working on doing something with my own API key and seeing if I can get anything from there.
Until then, I have two workflows:
Here is the issue: There is no way to have a trigger that notices a change to hubspot associations. That is, if you change a contact associated with a deal - there is no trigger for that.
A workaround I have created is to use the trigger ‘update on property change’ and use the property change ‘last modified time’.
But now there are a LOT of triggers that are created. Every chat, conversation, email, phone call, everything is a trigger.
So then I dealt with it in three parts:
The Trigger goes like this:
The Catcher goes like this:
The updater goes like this:
In your case it seems you have:
I would recommend:
I am having this same issue! I can not find a way to automatically create a deal when a new contact shows up in my Hubspot account.
I am commenting, as I would like the follow this thread as it gets solved. This will be huge for our business and eliminate a lot of work for my team.
Try these Zap steps…
@Troy Tessalone, I am not seeing the option under Triggers to select “New Contact”. Maybe I am doing something wrong on my end?
Can you please post full screenshots of your Zap steps.
Unable to tell what HubSpot trigger event you are using.
NOTE: By default HubSpot will return certain properties for the chosen object.
We are having this same problem.
Trigger- New Form Submission
Action - Create or Update Contact
Action- Create Deal in hubspot
Action- Create Associations (this is where we are stuck, should this be contact to deal or deal to contact?) and which ID’s go on the object being associated and on the Id's of the objects the from object is being associated with)
Thanks so much for your help!
@DreTech & @AFM & @danielajk
Zap Step 2 is related to the HubSpot Contact
Zap Step 3 is related to the HubSpot Deal
TIP: When in doubt, test it out!
Thanks for your response!
I tried it, however I don’t have a ID option for the second Field (I am assuming that’s the contact ID?)
You’ll need to use static IDs and/or use Zap steps to Find the Contact/Deal you want to dynamically map via variables as shown below.
This relates to the Contact
This relates to the Deal
Here is the error I am getting:
I pulled the only “ID” option from the Contact field that appears. Which for me is : 37051
I am getting this error but this isn’t another ID for me to choose from.
Here is the full screenshot.
Honestly if its an option, I am happy to pay a fee to hop on a zoom and have you tell me what to click to get this to work.
Please post screenshots with all your Zap steps, thanks.
Thank you for the response and continued help. Hopefully this is helpful:
Should something be set under triggers for New Contact in Hubspot?
Make sure to test each Zap step manually
I just tested them all and each on is working accept for the last step #3. I am still getting the ID error. Screenshots below: