Relation Mapping for HubSpot Deal/Contacts

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  • Last Post 25 March 2022
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Brandon Frey posted this 11 March 2022

Hi,


You can see in this package that I built that we are importing data into the Deal object and Contact objects in HubSpot and keeping that information up to date through the UPSERT function.

When there is not a relationship between a Contact and Deal and an email exists, I'd like to create one. That is the last task in this package. The issue I'm running into is that the package will recreate the relationship between Contacts and Deals even if it already exists.

Is there a way to only check for Deals that do NOT have a relationship with a contact record to see if it can create one? We will need to create relationships between Deals and Contacts when the Deals and Contacts are brand new (they show up in the CSV import for the first time). But most of the rows in the CSV files will be there every day. I'd prefer not to waste time recreating the Deal/Contact relationship when it already exists in HubSpot.

 

Thanks!

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Brandon Frey posted this 17 March 2022

Hi - just wanted to reply to see if anyone had any updates.

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Nataliia Nikulina posted this 24 March 2022

Hello Brandon,

Sorry for a late reply. We are working on your request. 

We will get back to you with an update soon.

Best regards,

Nataliia,

Customer Support Engineer 

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Nataliia Nikulina posted this 25 March 2022

Hello Brandon,

 

Thank you for contacting Skyvia Support team.

Such a logic can be achieved using Data Flow diagram for a DealsContacts object as Upsert operation is not available for it.

The necessary components are Source, Lookup and Conditional Split with Insert action. Follow the guide below to know more about Data Flow:

https://docs.skyvia.com/data-integration/data-flow/

Let us know if you need any further assistance here.

We look forward to hearing from you.

 

Best regards,

Nataliia,

Customer Support Engineer 

 

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