Question

How to send outbound email to customer from HubSpot when a deal stage changes using the associated contacts' email?

  • 22 September 2023
  • 3 replies
  • 45 views

I've added the right zaps and started setting it up. The trigger for a deal stage change is straight-forward. But then I can't seem to make the Zap use the associated contact's email from the deal. I don't see an option for that. I tried adding Find Contact in Hubspot as a step between deal stage change and the email, but that didn't work either. Anyone know what option to select to use the deal's associated contact's email? Lot of websites talk about using the zaps (which I have), but I can't get the settings right.

 


3 replies

Userlevel 7
Badge +14

Hi @techsystems101 

Good question.

Try adding this Zap action: HubSpot - Find Associations

 

I have added that, but which field is the one I need to select to retrieve the Deal’s contact’s email address?
 

 

Userlevel 7
Badge +14

@techsystems101 

This field expects a HubSpot Object ID.

 

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