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Best answer

Progress a deal in Hubspot when Docusign signed

  • November 15, 2020
  • 7 replies
  • 145 views
B

Hi,

I’m not really technical and I suspect that’s why I’m struggling with this.

 

I’m trying to achieve:

Recipient signs contract with Docusign it updates deal in Hubspot to the next stage.

Thanks,

Brian

Best answer by Troy Tessalone

In Step 2, you need to find the Deal to update in Step 3, which IF found, will return the Deal ID.

In Step 3, pipe thru the Deal ID from Step 2 to the Deal field using a Custom mapping.

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

7 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • November 16, 2020

 

 

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
B
  • brianbBeginner
  • Author
  • Beginner
  • November 16, 2020

Thanks Troy, appreciate you replying. I think I’ve followed your steps correctly but get an error when attempting to run the test

 

 

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • November 16, 2020

What is the error?

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
B
  • brianbBeginner
  • Author
  • Beginner
  • November 16, 2020

Object not found. objectId are usually numeric.

 

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • November 16, 2020

You need to map/pipe thru the Deal ID from step 2 to step 3.

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
B
  • brianbBeginner
  • Author
  • Beginner
  • November 16, 2020

Appreciate your responses and patience.

 

Which field here needs to be set to Deal ID?

 

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • Answer
  • November 16, 2020

In Step 2, you need to find the Deal to update in Step 3, which IF found, will return the Deal ID.

In Step 3, pipe thru the Deal ID from Step 2 to the Deal field using a Custom mapping.

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
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