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I am trying to create a zap that will bring deal information from hubspot to google sheets. There are 6 fields that I need to bring from hubspot that will also be the column headers on my sheet: deal name, deal company, deal stage, deal line items, amount, and notes on invoicing.

I know that in order to get the company I need to use the “find associations” and “get company” steps. In order to get the line items, I used the same format by having the “find associations” step search for two associations, and line item comes up as an association. So, I used the “get line item” step, but I do not know what to put in the line item ID box in that step.

Below is a screenshot of my zap as of right now. How can I get the line item step to work?

 

Hi ​@Corm44 

For us to have more info, post screenshots about the Zap step configuration and the fields you are having issues with configuring so we can see the field types, etc.

TIP: Click field labels that are underlined to see tooltips with more info about the field.

This is where I am having issues, I am not sure what to put in the Line_item ID field to make it function.

 

​@Corm44 

TIP: Click underlined field labels to see tooltips with more info that may be helpful.

The field “Line Item ID” likely expects the ID of the HubSpot Line Item.

 

Thanks for getting back to me, where would I find the Line Item ID? It is not shown in the field mapping box that comes up when you type “/” in the box.

 

​@Corm44 

You likely need to add another Find Associations step:

  • Find Associations: Deal to Company
  • Find Associations: Deal to Line Items
    • That will return the Line Items IDs

When you say “Find Associations: Deal to Line Items” is this what you mean?

 

​@Corm44 

In HubSpot, if the Deal is associated to Line Items, then you need to derive which Line Items are associated to the Deal in the Zap steps.

The Find Association will return the Line Item ID.

You can use the returned Line Item ID in the Zap action: HubSpot - Get Line Item

That will return details about the Line Item.

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