How to automatically assign a contact to a deal (within Hubspot)
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
Daniela
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@Troy Tessalone mmh, ok but why won’t it let me choose the respective value in Hubspot
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?
@danielajk
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:
@Troy Tessalone
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
@danielajk
Try using a HubSpot Find Associations step in your Zap:
Hi Troy,
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
@danielajk
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”.
HI Troy,
Thanks for your fast reply. I have made another screenshot and included some further information:
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