Hello Guys i have found a way to associate deals with contacts (update : December 2020)
With pleasure : well following this topic
and btw thanks to the guy who brought it up in the first place because this is the only relevant discussion about the issue, on the net
well first of all here is the complete process :
As you can see the difference between my process and the others’ is that I added an extra step : Get deal in Hubspot ! Why ? because what I ve been facing is that the create deal step has the “properties to retrieve” feature but then in the create associations step it doesn’t recognize the deal’s ID
So what I did is create the deal then make zapier fetch for that deal, retrieve it s properties among them the ID then use it in the create associations step as follows :
ID : 35…… is the Deal’s id and you use the one you got from the get the deal step , type of object : DEAL, One association - being associated with CONTACT, type of association : Deal to Contact, ID of the object : 401 which is the Contact’s ID and you use the one you got from the get the deal step
And here is the result :
P.S 1 : you can do the same to associate a contact with a company, a ticket etc
P.S 2 : if you the association step bugs just add a delay of 1 minute before this step
P.S 3 : you can add extra steps - use case, calendly integration with hubspot : the phone number isn’t a contact information but a question answer so I added an extra step after the first step which is a trigger “contact is created in hubspot” (Because that’s what the integration calendly-hubspot does)
so in that trigger step I retrieve the contact properties among them the answer to my question, then use a update a contact in hubspot step to add that phone number into it’s proper field (phone number)
here is the process below :
Thanks a lot everyone
Share with us :)
I seem to have this all working except for pulling in the “Id's Of The Objects The From Object Is Being Associated With”
I’ve tried to pull this in from the create contact step as well as the IDs that it gives me to start with. They all seem to fail. Do I need somehow to get a contact ID in the get a deal step? Right now the only properties I’m retrieving is the deal ID
Thanks for the detailed steps though! I’m close, what a pain to have to do it this way.
solved
Here is the process below : (sorry the image didn’t get shared in my comment above
Thanks for that extra info
As far as I can tell, you can get the exact same ID field from the step that creates the deal as you would from the step that finds it.
But that extra Get Deal step should not be needed, reducing the task usage by 1, at least.
Hello
this is the only solution to make it work and as
Hi all - I am looking for company IDs on new deals created. Zapier said there is a feature request for this, but in the mean time how are others handling this? I created
to log thoughts on this.
Any ideas are much appreciated.
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