Wix Forms to HubSpot: Multi-tenant CRM Integration Challenge

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1

Hey folks, I’m struggling with a tricky setup and could use some advice.

We’ve got our website on Wix and we’re trying to connect it to HubSpot (our CRM) using Zapier. The main issue is our multi-tenant system. We need to:

  1. Log contacts under the right company
  2. Link a deal to both the company and contact

Right now, our workflow looks like this:

  1. Wix form submission triggers Zapier
  2. Zapier creates a lead in HubSpot
  3. A new deal is made
  4. We try to connect company, contact, and deal

Here’s the problem: We can only link the new company/lead to deals already in HubSpot. We can’t seem to associate them with the newly created deal.

Anyone know a way around this? Any help would be awesome!

2

hey alexj, have u tried using hubspot’s apis directly instead of zapier? might give u more control. u could create a custom integration that handles the multi-tenant setup better. it’s a bit more work upfront but could solve ur association probs. just a thought!

3

I’ve faced a similar challenge integrating Wix forms with HubSpot in a multi-tenant environment. One workaround that worked for us was to use custom fields in the Wix form to capture the company information, then use that data in Zapier to first create or find the company in HubSpot before creating the contact and deal.

Our Zapier workflow looked like this:

  1. Wix form submission triggers Zapier
  2. Use ‘Find or Create Company’ action in HubSpot
  3. Create contact in HubSpot, associating it with the company
  4. Create deal in HubSpot, associating it with both company and contact

The key was to ensure we had the company data upfront and to use HubSpot’s API calls in the right order. It took some trial and error, but it eventually allowed us to properly link everything together.

Another tip: we used HubSpot’s workflows to further automate and clean up any associations that didn’t quite make it through Zapier. It’s not perfect, but it’s been reliable for our needs.

4

I’ve encountered this issue before, and there’s a potential solution you might want to consider. Instead of creating the deal as a separate step, try using HubSpot’s ‘Create or Update Deal’ action in Zapier immediately after creating the contact. This way, you can associate the deal with both the company and contact in one go.

Here’s a revised workflow that might work:

  1. Wix form submission triggers Zapier
  2. Use ‘Find or Create Company’ in HubSpot
  3. Create contact in HubSpot, associating with the company
  4. Use ‘Create or Update Deal’ in HubSpot, linking to both company and contact

The key is to pass the company and contact IDs to the deal creation step. This approach should allow you to create the associations you need without relying on pre-existing deals in HubSpot.

If you’re still having trouble, consider reaching out to Zapier support. They might have additional insights specific to your setup.