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
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!!!!!
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