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Hi Zapier Community,

I'm working on a Zap where the trigger is a new Typeform submission.
The goal is:

  1. Find or Create a Company in HubSpot (based on the Company Name from the form),

  2. Find or Create a Contact in HubSpot (based on the Email from the form),

  3. Associate the Contact with the Company,

  4. Create a Deal (based on data from the form),

  5. Associate the Deal with both the Company and the Contact.

Here's where I'm stuck:

  • The Company is created/found correctly.

  • The Contact is created/found correctly.

  • But when trying to associate the Contact to the Company, I'm getting errors like:

    "The company ID you provided is not available for association."
    or
    "Which email address corresponds to the contact with ID...?" (with a list of allowed emails).

A few notes on my setup:

  • I’m using the dynamic Company ID and dynamic Contact ID pulled from the previous Zap steps (no hardcoding).

  • I added a 2-second Delay after creating/finding the Company and Contact before attempting the association.

  • In the Association step:

    • Primary Object Type = contact

    • Primary Object ID = dynamic Contact ID

    • Associated Object Type = company

    • Associated Object ID = dynamic Company ID

    • Association Type = contact_to_company

Even with this, the association between Contact and Company keeps failing.

Questions:

  • Is there something I’m missing about how HubSpot validates IDs for associations?

  • Should I structure the Find/Create steps differently?

  • Is there another way to ensure that freshly created/found records are fully "available" for association when the Zap runs?

  • Should I be using "Find Company" and "Find Contact" steps separately again after creation before trying to associate?

I would also appreciate any advice on the cleanest way to create a Deal and associate it to both the Company and Contact afterward.

Thanks a lot for your help! 🙏

Hi ​@JFgogglesoc 

For us to have more info, post these screenshots:

  • how your Zap steps are configured in EDIT mode for the HubSpot Associations
  • any encountered errors when testing Zap steps

There it is. Let me know if that’s what your looking for.

thanks for your help!


Here are the instructions I’m using at the moment


@JFgogglesoc 

Ok, so you are trying to create a Zapier Agent rather than a Zap.

NOTE: There is an ongoing incident related to Zapier Agents: https://status.zapier.com/incidents/pypznw3yh5ny

 

Any reason you are using an Agent vs creating a Zap with steps?