Associate deals and companies

GFernandez34 — Fri, 06 Oct 2023 12:51:47 GMT

Hello!

I was wondering if you could help me with an issue we are having:

- We are creating deals for the Sales Team based on a contact's sign up. By that moment, that contact does not have an associated company.

- Whenever a contact makes a purchase, a Company is created and associated to that contact, but not to the deal.

- We then want to associate the company with the deal.

Right now, we can only see the contact associated with the deal, and can only access to the company by entering in the contact's details.

Is there any way we can automatically associate a company to a deal through the contact associated to the deal?

Hope my explanation was clear!

Thanks!!

Re: Associate deals and companies

karstenkoehler — Fri, 06 Oct 2023 12:57:03 GMT

If this doesn't work due to freemail domains, I'd suggest one of these two things:

Create the company earlier in the process and check for its association earlier.
With workflows and the integration Associ8 you can automate associations. This requires a Professional subscription.

Hope this helps!