Create Deal and connect company

How To
1

Hi,

I’ve created a workflow, which connects Gravity Forms to HubSpot. This works as expected, it creates the customer and the company. Then I create a deal entry, this works also as expected.

The problem now is, that I try to associate a company and a customer to this deal entry.

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Deal is created, search for company returns 0 entries but the company exists. I need to query the company, because in the last step, I need the company id and the deal id to associate both.

Can someone tell me, what I’m doing wrong?

Thank you.

2

Use a filter for after hubspot search for companies. So if you find the company it doesn’t create the association.

The error is probably coming from the company existing. If you send the error message I can help more.

3

The error message:

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The company exists, I’ve checked in HubSpot but Search for Companies does not find it.

The input for Search for Companies:

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4

blank spaces could be the issue. Did you check?

5

I surrounded the variable with quotation marks. Same result. What else could I check?

6

Check and compare the name on hubspot to what you are searching. You shouldn’t need quotation marks.

Paste both names here for example and do not change anything.

2 Likes
7

Ok, it was my fault, I had a typo in the company name. Thank you for your help.

8

No problem glad we found it!