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


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.
 

Best answer by Troy TessaloneBest answer by Troy Tessalone

Hi @RaMe 

Good question.

Add this Zap action: HubSpot - Create Associations

 

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3 replies

Troy Tessalone
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  • Zapier Expert
  • 31649 replies
  • Answer
  • October 24, 2023

Hi @RaMe 

Good question.

Add this Zap action: HubSpot - Create Associations

 


  • Author
  • Beginner
  • 1 reply
  • October 26, 2023

@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 🚀


ken.a
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  • Zapier Staff
  • 6607 replies
  • October 30, 2023

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! 😊