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?
Hubspot deals do not include company ID
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28 December 2020
For the HubSpot Trigger, did you specify the Properties to Retrieve to include the Company ID data point?
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28 December 2020
Yup - Company ID / Company Name is not included there.
Userlevel 7
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28 December 2020
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.
Userlevel 7
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28 December 2020
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.
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28 December 2020
:( I tried that but I can not search company by associated deal information.
Userlevel 7
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28 December 2020
Perhaps you can provide a screenshot of the HubSpot UI where you see the Company ID/Name on the Deal.
Userlevel 7
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28 December 2020
- Answer
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
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11 March 2021
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