Skip to main content
Best answer

How to automatically assign a contact to a deal (within Hubspot)


Did this topic help you find an answer to your question?
Show first post
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

32 replies

Troy Tessalone
Forum|alt.badge.img+14

christina.d
Forum|alt.badge.img+9
  • Zapier Staff
  • 2653 replies
  • January 20, 2022

Hi @danielajk, @DreTech , @AFM , @SeanWilson:

Thanks for reaching out and taking the time to surface this! I did some digging and was able to find the feature request related to adding associated fields to the “New Deal” trigger. 

While we don’t have an estimate when this will get implemented, I did go ahead and add votes for everyone in this topic to it. This way the HubSpot and Zapier teams can continue to track interest and send emails when and if this gets implemented.

Thank you to @Troy Tessalone and everyone for continuing to share your recommendations and what’s worked for you!


  • Beginner
  • 7 replies
  • January 21, 2022

@Troy Tessalone,

 

Thanks for your help. Maybe its best to wait for Hubspot to fix it? Do you think the New Deal trigger will be available in the next couple of weeks?


Troy Tessalone
Forum|alt.badge.img+14

@AFM 

No timetables are provided for feature requests.

Could be tomorrow, could be never.


  • Beginner
  • 7 replies
  • January 21, 2022

@Troy Tessalone

I dont know why its working but it is working now. Thank you for all your help and patience. I will try not to touch anything and hopefully it keeps working. 

 


Forum|alt.badge.img
  • Beginner
  • 19 replies
  • January 24, 2022
AFM wrote:

@Troy Tessalone

I dont know why its working but it is working now. Thank you for all your help and patience. I will try not to touch anything and hopefully it keeps working. 

 

You had everything set up correctly. Sometimes it is best to then go into hubspot and do something to trigger again. Then you can go back to the zap, bring in the new data and do test & continue steps to ensure everything is OK.

some things that can cause issues I you create a test deal to start the zap build process then delete the test deal whilst doing the zap build and then subsequent tests fail for example. Can be confusing if you delete a deal or contact and then recreate it with the same information. The issue becomes that everything looks the same to us but the ID has changed.


SamB
Community Manager
Forum|alt.badge.img+11
  • Community Manager
  • 7859 replies
  • Answer
  • March 7, 2025

Hey folks, I’m excited to share that the feature request has been implemented! 🎉

In case you missed the email notification that went out here’s what you need to know: 

“the HubSpot team has added the "Find Associations" search to their Zapier integration, which allows you to find associations between HubSpot objects within your Zaps. For example, you can search for companies or contacts associated with specific deals or vice versa. Here's a help doc to guide you on using the search.

There’s nothing you need to do, but if there were some Zaps you were holding off on making with this search, now you can!”

Thanks so much for everyone’s patience on this. We hope you’re able to test out the Find Associations action soon! 

And if you run into any issues with it, feel free to start a new topic or reach out to our Support team directly and we’ll be happy to assist. In the meantime, happy Zapping! 😁⚡