Is it possible, to map HubSpot Contact ID, if contact already exists?
Status: Open · Asked by nxfmarketing on · 0 views
Hello, my workflow is working as expected, but I have a question for a specific case.
It happened a few times already, that a contact already exists, but I still want it to create a deal so I just enabled "Ignore Error" - and now I hope that the Deal will still get created even if the contact step failed.
For Step 5: "Add Contact to Deal"
Is it possible to add the exisiting Contact ID in case when Step 2: "Create a Contact" failed because the contact already exists?
Since pabbly knows the already existing ID as shown here
Usually the ID would be added in this step, but when the contact already exists it says "ID: No Data", but since pabbly knows the Existing ID, is there a way to add the ID in case it already exists?
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Hi @nxfmarketing,
The use case you are describing is possible. To achieve this use case, you need to use the 'Search a Contact' action step along with a Router that has two routes. Route 1 could be for existing contacts, while Route 2 could be set up for contacts that do not already exist
Although not quite the same, you can get an understanding of the logic through this video.