My company is using Woodpecker for creating email drip campaign and Hubspot as a CRM.
When a prospect from a campaign replies on an email, the contact is created in Deal stage in Hubspot.
The problem I have is contacts are not associated with the created deal. I will send you a screenshot how my Zap looks like.
Does anyone know how to solve this issue?
Best answer by steph.nBest answer by steph.n
Hi @Mili - We noticed that you got a hold of Zapier Support for this particular issue. I wanted to share the solution here for others in case they were wondering:
To stop these errors from happening, we could try a couple of different options such as:
Make the Prospect's company information a required field in Woodpecker (this is likely the most ideal option since it will assure that the Prospect is always added to the HubSpot Deal).
Add a filter step after the Trigger to stop the Zap from running altogether if a company name is not associated with the Prospect.
Hi @Mili I’m sorry for the delay getting back to you on this. It looks like you submitted a ticket to the Support Team and were able to get some help that way.
Hi @Mili - We noticed that you got a hold of Zapier Support for this particular issue. I wanted to share the solution here for others in case they were wondering:
To stop these errors from happening, we could try a couple of different options such as:
Make the Prospect's company information a required field in Woodpecker (this is likely the most ideal option since it will assure that the Prospect is always added to the HubSpot Deal).
Add a filter step after the Trigger to stop the Zap from running altogether if a company name is not associated with the Prospect.