Question

Retrieving Multiple Contacts from Hubspot Deal (and filtering by association type)

  • 25 August 2023
  • 1 reply
  • 75 views

I am able to retrieve all Contact ID’s from a Deal in Hubspot, however I want to filter to only retrieve Contacts with certain association types.

Then, I want to do 2 things:

  1. Associate only those Contacts with a single Task (I have achieved this without filtering by Association Type using the Deal to Contact ID from Find Associations step)
  2. Create Engagements (Tickets) for each of the filtered Contacts

Filtering by Association Type, and then creating Engagements for each Contact is key, thanks!


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1 reply

Userlevel 7
Badge +14

HI @Placemate 

Can you please clarify your question?

Perhaps provide screenshots with how your Zap steps are configured to help give us context.