Add multiple contacts to a deal automatically

LLDev — Tue, 03 Oct 2023 16:11:56 GMT

I am sending a form to HubSpot through the API, then using a workflow to create the deal from the form and assign a contact. I have not found a way to automatically assign multiple contacts. I have also looked into using custom code in the workflow to grab the contacts from a matching contact email (from the form) to assign to a deal, but I have not had any luck. Is there a better way to automatically add multiple contacts to a deal?

Re: Add multiple contacts to a deal automatically

Bryantworks — Wed, 04 Oct 2023 07:21:15 GMT

Hey @LLDev, you have a few approaches here:

Manual association (not great)
A tool like Associ8
Custom coded action (if you have Ops Pro)

For both 2 and 3, you just need a key on the deal workflow to trigger a lookup to associate the contacts. Meaning, I store a key like "Phone Number" on a deal.

My workflow would then be a deal-based workflow to associate all contacts with a matching Phone Number. If you go the custom-coded action route, you can follow the documentation for the Associations API here.

Hope that helps!

topic Add multiple contacts to a deal automatically in APIs & Integrations

Add multiple contacts to a deal automatically

Re: Add multiple contacts to a deal automatically