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First Zap: HubSpot to Teamwork | When any Deal Stage changes to Closed

  • November 16, 2022
  • 4 replies
  • 84 views

I am trying to trigger when any (of dozens) deal changes its Deal Stage to Closed.
The error message from Zapier is “We couldn’t find a deal”. (Although, there are dozens of deals in HubSpot.)

Thanks for any guidance!

Best answer by Jerry PMBest answer by Jerry PM

Thanks @Troy Tessalone and @christina.d!

It is now working.  It took longer than I expected.  It is now creating a new Task List when any deal closes.

I appreciate your offers to help!

 

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4 replies

Troy Tessalone
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  • Zapier Expert
  • 30939 replies
  • November 16, 2022

Hi @Jerry PM 

Good question.

Please post screenshots with how your Zap steps are configured along with the encountered error in order for us to have context, thanks.


christina.d
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  • Zapier Staff
  • 2653 replies
  • November 18, 2022

Hey there, @Jerry PM! I wanted to pop in and see if you were still needing help with this?

If so, we’d love to help! As Troy mentioned, screenshots of your zap setup (with any personal details removed) are super helpful for us to troubleshoot what you’re seeing. 🙂 Also here’s a quick guide on some things to check if your zap isn’t triggering.

Keep us posted!


  • Author
  • Beginner
  • 1 reply
  • Answer
  • November 28, 2022

Thanks @Troy Tessalone and @christina.d!

It is now working.  It took longer than I expected.  It is now creating a new Task List when any deal closes.

I appreciate your offers to help!

 


Liz_Roberts
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  • Zapier Staff
  • 1366 replies
  • November 29, 2022

Thanks for letting us know @Jerry PM ! Nice work getting this Zap configured! ⚡