Question

Hubspot and Freshdesk -- add contact if deal closed in Freshdesk, if contact changed also update Hubspot?

  • 17 September 2021
  • 7 replies
  • 34 views

Basically I am wondering if the following is possible.

 

When a deal is closed in Hubspot can a contact be created in Freshdesk.

Then if the Freshdesk contact is updated, I only want to update the contact in Hubspot that is connected.  

I do not want to create new contacts in Hubspot when contacts in Freshdesk are created/updated.


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7 replies

Userlevel 7
Badge +14

Hi @jbowman 

Check out the available triggers/actions for each Zap app.

HubSpot: https://zapier.com/apps/hubspot/integrations#triggers-and-actions

Freshdesk: https://zapier.com/apps/freshdesk/integrations#triggers-and-actions

 

I just want to see if it is possible before I integrate my apps in Zapier.  I don’t want to connect the two apps  until I know it is possible.

 

Userlevel 7
Badge +14

Hi @jbowman 

Why not try it out by creating a Zap?

For example, this HubSpot trigger is available as seen on the links provided…

 

I am trying to set up the zap but I cannot find how to get to the contact from Hubspot deal.  I cannot get the contact information needed to create a new contact in freshdesk.

 

Jennifer

Userlevel 7
Badge +14

@jbowman 

Check the data points returned as part of the Deal.

You may need to add a HubSpot Find Contact step.

 

Otherwise, try using the HubSpot Find Associations step.

I am trying this but still can’t figure this out.  Is there a how to somewhere?

 

Jennifer

Userlevel 7
Badge +14

@jbowman 

Make sure the HubSpot Deal you are testing with has an associated Contact.

Help article about changing your trigger test data:

https://zapier.com/help/create/basics/change-the-test-data-in-your-zap-trigger