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I am building a workflow to create a bunch of other sales collateral based on hubspot deals as they work through their various stages. The New Deal trigger does not contain this value in the data it returns - how are others handling this?

For the HubSpot Trigger, did you specify the Properties to Retrieve to include the Company ID data point?

 

Yup - Company ID / Company Name is not included there.

Does “Company ID” or “Company Name” it go by a different internal ID?

Make sure to scroll and search and load more for all the possible values.

Company may be a linked HubSpot Object, so you may have to use another step in the Zap to search for the HubSpot Company to get the desired data points.

 

:( I tried that but I can not search company by associated deal information.

Perhaps you can provide a screenshot of the HubSpot UI where you see the Company ID/Name on the Deal.

Sure: 

 

Ok, here’s what you have to do in the Zap.

Action: HubSpot Find Associations (this will return the Company ID to use in the next step)

Action: HubSpot Get/Find Company

 

THNK YOU THANK YOU THANK YOU!!!!!

@Troy Tessalone If after running the “Find Associations” step, your company returns multiple values (multiple associations), how could you then find each deal?  There does not appear to be a “find multiple deals” step available.  Is there a workaround for this, please?

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