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Best answer

Qwilr to Hubspot zap

  • September 21, 2020
  • 4 replies
  • 81 views
W

Does anybody have experience with Qwilr? 

I am trying to create a zap that will create an alert in Hubspot if a Qwilr quote is viewed. Trigger would be “project first viewed in Qwilr” - the problem is that with the parameters available there is no way to find the associated deal or contact for the task. 

Best answer by Danvers

@Warline It would definitely be helpful to include the deal ID in the Project First Viewed trigger. If you get in touch with the Zapier support team, they can take a closer look and log a new feature request with the Qwilr team to ask that the project ID is included in the information that we get when the Zap is triggered. You can get in touch with the Zapier support team using the Get Help form. 

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

4 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • September 21, 2020

You’d likely have to name the Qwilr Project with the HubSpot Deal ID, then parse that data point out using another Zap action step.

projectName - The name of the project

Example: [QwilrProjectName] - [HubSpotDealID]

 

REFERENCE

Qwilr Webhooks: http://developer.qwilr.com/#adding-webhooks

 

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
W
  • WarlineBeginner
  • Author
  • Beginner
  • September 21, 2020

Thank you @Troy Tessalone! I wish there was a way to connect the needed fields - I have tokens in the docs.  We have a naming convention and it includes the deal name. Deal ID is not something easily accessibly by a sales rep… 

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • September 21, 2020

Best practice is to use system generated IDs as those won’t change which is ideal for automation, whereas the friendly names seen in UIs can change.

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
Danvers
Forum|alt.badge.img+12
  • DanversZapier Staff
  • Zapier Staff
  • Answer
  • September 23, 2020

@Warline It would definitely be helpful to include the deal ID in the Project First Viewed trigger. If you get in touch with the Zapier support team, they can take a closer look and log a new feature request with the Qwilr team to ask that the project ID is included in the information that we get when the Zap is triggered. You can get in touch with the Zapier support team using the Get Help form. 

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