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Question

Hubspot deal property change trigger is not producing test records.

  • November 21, 2024
  • 5 replies
  • 132 views

I am trying to create a Zap with HubSpot. The trigger is a Deal Property Change in the Next Step field. I have updated several deals to have ‘zap test’ as the next step in the deal, but those records are NOT appearing when I’m testing that step. 

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5 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • November 21, 2024

Hi ​@DayveGabbard 

Help us have more context by posting screenshots with what you are referring to for how your Zap trigger step is configured.


  • Author
  • Beginner
  • November 21, 2024

I’m trying to create a work around to add HS engagement events for deals that were previously created. So I am looking at some of my deal fields that I can update in HS that will trigger a deal property change. Then that would trigger the zap to create the additional engagement activities. I was thinking I could use the priority, next step or deal description field. So I’ve tried configuring and re-configuring step 1 to look for changes in those fields. Then I’ve made changes in records in those fields. None of the records I changed appear in the test record results. This didnt work for either of the three field configurations/tests.

I only get a result from the same deal over and over that has nothing to do with the changes I’ve made? It has client details, so I cannot send that screen shot.


Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • November 21, 2024

@DayveGabbard 

With the example record returned from the Zap trigger step, are you still able to configure the Zap action steps?

If yes, then try turning the Zap ON and testing live.

Then check your Zap Runs history details to see the DATA IN/OUT for each step to help you trace the data flow and troubleshoot: https://zapier.com/app/history/


  • Author
  • Beginner
  • November 21, 2024

I guess I can duplicate the test record and edit it to continue. I’ll give it a shot


SamB
Community Manager
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  • Community Manager
  • November 25, 2024

Hey ​@DayveGabbard 👋

Did editing a duplicate of an existing test record allow you to finish setting up the Zap? 

Keen to ensure you’re all set so please do let us know how it went—happy to assist further if you’re still stuck at all! 🙂