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Zap New Estimate Alegra --------> New Deal HubSpot

  • 9 October 2020
  • 3 replies
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Userlevel 1

Hi,

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.

Johan Espinosa 
 

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Best answer by Troy Tessalone 9 October 2020, 17:08

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Userlevel 7
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Use the action: HubSpot - Create Associations (Creates associations between objects.)

Note: Make sure the Contact is first created or already exists.

Userlevel 1

​Thanks @Troy Tessalone for reply.
I am trying to configure the Zap, really you was helpful.

Userlevel 1

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.