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?
Best answer by Troy Tessalone
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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.
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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.
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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.
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Perhaps you can provide a screenshot of the HubSpot UI where you see the Company ID/Name on the Deal.
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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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