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Hubspot Integration: Creating a trigger for deal re-assignment

  • June 10, 2025
  • 5 replies
  • 38 views

Hello!

I am trying to create two workflows, both relating to hubspot dealnactivity, resulting in a slack channel notification. Both are working, but there is a weird overlap that I can’t figure out how to fix. 

Workflow 1 - New deal created
I want a trigger when anyone from my team creates a new deal. I’m using the standard “new deal” event.

Workflow 2 - Deal is re-assigned
I want a trigger when a deal is re-assigned between members of my team. For this I’ve used the “deal property change” event, and specified deal owner. 

So - both are working in isolation. When I re-assign a deal the way I had intended, it works perfectly. The issue is that when I create a new deal...it actually triggers both workflows. i.e. a deal is created, initiating workflow 1 (good) and then because the owner is assigned to the new deal, it initiates workflow 2 bad. 

Any help welcome

Best answer by Troy Tessalone

Hi ​@DevonLong 

Try adding these Zap steps:

 

Info about using system variables for timestamps: https://help.zapier.com/hc/en-us/articles/35720226565773-Create-reusable-variables-to-use-in-Zaps#h_01JVYKPHMTRP24XQ15FJB9RZBN

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5 replies

Sync9-Solutions
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Hello ​@DevonLong ,

I think your first Zap is already good, you can leave it as is. For the second Zap, could you check if the Previous Value of the Deal Owner exists? If it does, you can add a Filter step with the condition to only continue if the Previous Value is present/exist. Alternatively, you can filter by the Create Date being older than X minutes. It’s a bit less precise but still workable.

Hope this helps!


Forum|alt.badge.img+2
  • Beginner
  • 58 replies
  • June 10, 2025

I understand the overlap between the two workflows and why it's causing both to trigger on new deal creation.

I'll take care of this. I’ll set up a filter or condition in Workflow 2 to ensure it only triggers when a deal owner is changed after creation, and not during the initial assignment. This will prevent the duplicate Slack notification and keep both workflows running as intended.

I’ve handled a similar case before involving HubSpot contact ownership updates, so I know exactly how to approach this.

Will update you shortly once it’s adjusted.


Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • 34072 replies
  • Answer
  • June 10, 2025

Hi ​@DevonLong 

Try adding these Zap steps:

 

Info about using system variables for timestamps: https://help.zapier.com/hc/en-us/articles/35720226565773-Create-reusable-variables-to-use-in-Zaps#h_01JVYKPHMTRP24XQ15FJB9RZBN


  • Author
  • Beginner
  • 2 replies
  • June 11, 2025

thank you all! I will report back🤠


SamB
Community Manager
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  • Community Manager
  • 9736 replies
  • July 1, 2025

Hey ​@DevonLong, just checking in—how did you get on with the suggestions from everyone here? 

Want to make sure you’re all set, so please keep us posted on your progress! 🙂