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Question

How to update Custom field created in Hubspot ,when deal stage changes happens in hubspot using Zapier

  • December 10, 2024
  • 2 replies
  • 17 views

Goal - I’m trying to update a Hubspot deal based custom property “First Contact Made” with time when the deal stage is changed to “Contact Made”. How to I set-up an automated zap workflow in zapier do to this.

Challenge: I found Challenges in configuring the actions to update the custom field property. 

Can anyone help me in 2nd step of trigger.

 

 

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2 replies

Troy Tessalone
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  • Zapier Expert
  • 30948 replies
  • December 10, 2024

Hi ​@Mariselvi 

For us to have more info, post screenshots with how your Zap step 2 is configured in the CONFIGURE tab showing the field mappings and elaborate about what issues you are having with specific fields.


SamB
Community Manager
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  • Community Manager
  • 7472 replies
  • December 24, 2024

Hi there, ​@Mariselvi! 👋 

It’s been a while since you posted here—were you since able to get the Update Deal action set up on your own? 

If not, we’d be happy to assist further. Can tell us a bit more about exactly what challenges you’re running into when trying to update the custom field? For example, is the custom field missing? Or are you seeing any errors for that field when you select a value for it?

Any screenshots you can share, as Troy mentioned, to help show us where you’re getting stuck would be greatly appreciated. Make sure to blur or remove all personal information (names, emails, addresses etc.) from screenshots before sharing - you can use a tool like Zappy for that.

Looking forward to hearing from you! 🙂