Best answer

Unable to link the deal to a contact or company in my Zap.

  • 24 October 2023
  • 3 replies
  • 18 views

Userlevel 1

Hello Together 

I use Zapier to transfer lead information from Woodpecker to Hubspot. 

To do this 
- I search Hubspot to see if the contact already exists there, and if not, I create it. 
- I search in Hubspot whether the corresponding company already exists and otherwise create it again. 
- I create a new deal in Hubspot. 

This all works so far. The only thing that doesn't work yet: I can't link the deal to either the contact or the company. For example, I have the Company ID from the previous Zap. But I can't find a way to add the Company ID and/or Contact ID to the deal. I can't find a field here in Zapier. 

Is there a way to do this anyway?

Thanks in advance
Ralf

PS: Linking company and contact works fine.
 

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Best answer by Troy Tessalone 24 October 2023, 18:14

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3 replies

Userlevel 7
Badge +14

Hi @RaMe 

Good question.

Add this Zap action: HubSpot - Create Associations

 

Userlevel 1

@Troy Tessalone - perfect! Many thanks for pointing me to this. I guess, that I now understood how it’s designed 👍🏻

All my Zaps are working now as designed 🚀

Userlevel 7
Badge +6

That’s amazing news @RaMe! Also, thanks to Troy for lending a hand here!

If you have any other questions, please don’t hesitate to reach out to the Community. We’re always happy to help! 😊