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Best answer

How to use Hubspot Contact Owners as a filter in Zaps

  • 5 April 2023
  • 8 replies
  • 274 views
celine slang

Hi there,

After new leads complete a Hubspot form, I’d like to send out text messages from members A, B, or C of my Sales team based on the contact owner field in Hubspot. Right now I have a round robin workflow in Hubspot that will assign A, B, or C as the contact owner for new contacts.

Once the contact owner has been set in Hubspot, I’d like Zapier to initiate a text message sent from A, B, or C, based on the contact owner field in Hubspot.

I have three Zaps set up for each sales person (A, B, and C), but I’m not sure if my combo of Action “Get Owner by Email in Hubspot” + Filter Only Continue if would actually filter down to the corresponding sales person A, B, or C based on the tests Zapier is running.

Greatly appreciate any help on this!

 

icon

Best answer by Troy Tessalone 5 April 2023, 17:59

View original
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

8 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @celine slang 

Good question.

First, make sure to obscure personal contact info in screenshots.

Second, can you post screenshots with how your Zap steps are configured so we have full context?

 

Try these Zap steps:

  1. Trigger: HubSpot - New Form Submission
  2. Action: HubSpot - Find Contact
    1. Search by Email or a unique data point
    2. Set Contact Owner as an additional property to retrieve
      1. That will return the Owner ID
  3. Action: HubSpot - Get Owner by ID
  4. Action: Filter/Paths
    1. NOTE: Paths require a Pro+ paid plan
  5. Action: ???

 

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
celine slang

Hi Troy, thanks for your response! Just updated the screenshots to provide full context and hide personal info.

The original Zap was just steps 1, 2, 5, and 6. Steps 3 and 4 are the new additions where I’m trying to filter by salesperson.

Let me test out your recommended flow.

celine slang

Hi Troy, I’m getting stuck on this step:

  1. Action: HubSpot - Find Contact
    1. Search by Email or a unique data point 
    2. Search property value (required)
    3. Set Contact Owner as an additional property to retrieve

Seems like Zapier is forcing me to look up a specific lead, but I want the lead look up to be dynamic.

 

Troy Tessalone
Userlevel 7
Badge +14

@celine slang 

You can map a dynamic variable (email) from step 1 using the ‘custom’ option. (assuming you are collecting email on the form)

Help article: https://zapier.com/help/create/basics/set-up-your-zap-action

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
celine slang

Thanks so much, Troy! Fingers crossed that this setup will get me what I need:

 

christina.d
Userlevel 7
Badge +9

This looks gorgeous, @celine slang! 
🤞🏽 This goes off without a hitch. 🤗

celine slang

Thanks everyone! This workflow is firing off how I want it to. Really appreciate the help!! 

christina.d
Userlevel 7
Badge +9

Amazing! 👏🏽 Love to hear it!

Thanks for using the community and updating everyone on what worked for you! 🧡

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