I am new in Zap and I am trying to run a zap that when new alegra estimate, automatically it create a new deal in HubSpot, name and ID customer in alegra is the same that HubSpot, the Zap is working well but I couldn´t get HubSpot automatically assign an associate contact to that new deal, I hope you can help me please.
Best answer by Troy TessaloneView original
Use the action: HubSpot - Create Associations (Creates associations between objects.)
Note: Make sure the Contact is first created or already exists.
Thanks @Troy Tessalone for reply.
I am trying to configure the Zap, really you was helpful.
I am trying to create the zap.
The zap create new deal on Hubspot when new estimate on Alegra is working well, in fact I save client ID in a campo into the new HubSpot deal, but I can't do that HubSpot - Create Associations works.
I am trying to associate client ID save on a campo of the new deal, with client ID assigned to the contact when is created (the client ID is the same), but it does not works. additional I am not sure what option I must to select here
Thanks for your replys.