How to properly link engagement to a HubSpot record with multiple contacts?
Now I have set up a Zap which uses HubSpot Find Contact to search our database whenever there is a new lead comes in. This Zap searches both mobile number and email. If neither is found, a new HubSpot record will be created. If either of them is found, instead of creating a new record, it sends us an email, and creates an Note Engagement.The engagement is assigned to the email address which is in the lead.
My question is if there are two contacts come in, different emails but the same mobile. This will trigger the second abovementioned path and create an engagement. But there are two emails in this case, one from the existing reocord and one from the new lead, which email will this engagement be attached to? If I can attach this engagement to the record ID from Find Contact, that will be easier. But in the section “Id's of the contact objects that should be associated with engagement”, I am unable to locate the Record ID option.
If there is an existing record, the engagement should be linked to it. What is the best way to set up the engagement properly?
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Hi @Marucs C
Screenshot shows the available fields for how to associate an Engagement object record with other objects.
Email of Contact
Contact ID
Company ID
Deal ID
Ticket ID
Line Item ID
Product ID
Owner ID
Screenshot below shows the variable to use for the ID of the HubSpot Contact from the Find Contact Zap step when a Contact is found based on the search criteria.
So it depends on how you configure the Zap step logic for which other object it will be associated with.
You may want to use nested Paths to handle the different possible cases.
e.g. If contact found = true, then associate via the Contact ID
e.g. If contact found = false, then associate via the Email
Thanks for you quick response. The thing is I am unable to locate the Record ID field in the Contact ID section. I do see this field in the Email of Contacts Objects section, can I add it here?
Also, as I need to Find Contact twice, first email then mobile, in HubSpot, shall I include both of Record ID search results?
@Marucs C
For the Contact field, click the h...] button to change to “Custom” mode, then use the s+] button to map the variable from a previous step.
@Troy Tessalone
Hey mate, three related questions.
What happens if I add the ID in the Email of contact objects section, will it work?
In the Id’s of contact objects section, should I include both Record IDs from two Find Contact steps?
In the case of “different emails and same mobile”, One of the record ID from the Find Contact step will be empty. If the record ID is empty, will this engagement still be created?
Thanks.
@Marucs C TIP: Click field labels that are underlined to see a tooltip with more info that may provide guidance about the expected field value/format.
What happens if I add the ID in the Email of contact objects section, will it work?
It is likely the email field expects a valid email address value.
In the Id’s of contact objects section, should I include both Record IDs from two Find Contact steps?
Yes, if that is the logic you want to implement.
In the case of “different emails and same mobile”, one of the record ID from the Find Contact step will be empty. If the record ID is empty, will this engagement still be created?
