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Best answer

Update Deal in Hubspot if not exist

I

Hello everyone, everything good?

I am looking for a way to update Deals in the Hubspot if there is one with the same name, or create a Deal if there is none with the same name so that there are no duplicate Deals.

But I have a problem, I believe that for lack of knowledge here of the tool. But when I'm going to add a record that already exists in the Hubspot, instead of updating it, it creates a new duplicate Deal. And when I’m going to add a record that doesn’t exist in the Hubspot, it crashes on validation and doesn’t add the Deal

Best answer by nicksimard

hey @Invest Bank!

I wasn’t able to find anything that laid out the steps for updating an existing record if it’s found, or creating a new one if it’s not...so I wrote an article. Check it out:

That should help you understand how to do what Troy and Nate mentioned above :)

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4 replies

Nate
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  • NateZapier Expert
  • Zapier Expert
  • 131 replies
  • April 7, 2021

Hi @Invest Bank - make sure to select the deal ID from the deal that was found. 

Nathan Weill - Flow Digital
I
1 person likes this
  • I
    Invest Bank
Troy Tessalone
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@Invest Bank 

 

Try these steps

  1. Trigger: ???
  2. Action: HubSpot - Find/Create Deal
  3. Action: HubSpot - Update Deal (map the Deal ID from the previous step as @Nate suggested)

 

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Nate
I
2 people like this
  • Nate
    Nate
  • I
    Invest Bank
nicksimard
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  • nicksimardZapier Staff
  • Zapier Staff
  • 2115 replies
  • Answer
  • April 8, 2021

hey @Invest Bank!

I wasn’t able to find anything that laid out the steps for updating an existing record if it’s found, or creating a new one if it’s not...so I wrote an article. Check it out:

That should help you understand how to do what Troy and Nate mentioned above :)

I
1 person likes this
  • I
    Invest Bank
I
nicksimard wrote:

hey @Invest Bank!

I wasn’t able to find anything that laid out the steps for updating an existing record if it’s found, or creating a new one if it’s not...so I wrote an article. Check it out:

https://community.zapier.com/featured-articles-65/how-to-update-a-record-if-it-exists-and-create-one-if-it-doesn-t-9036

That should help you understand how to do what Troy and Nate mentioned above :)

 

Hello @Nicksimard, thank you very much! It helped me a lot, I had done most of the things you taught in your article, but for some small details it was returning error. You're a beast!

Danvers
1 person likes this
  • Danvers
    Danvers
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