topic Re: Adding a Deal's Primary Contact to the Card view in Tips, Tricks & Best Practices

Adding a Deal's Primary Contact to the Card view

MThome — Fri, 22 Mar 2024 20:25:28 GMT

I see where I can add up to 4 properties to the Card for any Deal, however I am unable to add the Contact name to the Card. I can't find this property in the selection list. Any ideas on how to add a Deal's Contact Name to the Card view?

Re: Adding a Deal's Primary Contact to the Card view

RSchweighart — Fri, 22 Mar 2024 23:19:06 GMT

Hi @MThome,

I'm close but not quite following what you're after. A screenshot might help. Are you wanting to add a primary contact to a deal association card? HubSpot does not have native primary contact associations. Are you maybe referring to a primary company?

Best,

Ryan Schweighart

Whole Hart Impact, LLC

whimpact.co

I help businesses with HubSpot and Zapier.

Re: Adding a Deal's Primary Contact to the Card view

MThome — Sat, 23 Mar 2024 01:21:50 GMT

Just looking to add the 1st Associated Contact to the card. The idea is to be able to see the Contact of each deal when looking at the board. We sometimes have similar deal names and it would be helpful to have a contact name visible on the card to differentiate. Thanks for your help.

Re: Adding a Deal's Primary Contact to the Card view

karstenkoehler — Sat, 23 Mar 2024 06:24:46 GMT

Hi @MThome,

Out of the box, the board view should give you two small icons, the first of which corresponds to a contact associated to the deal:

If you move your mouse over it, you will see the name of the person. This is the easiest option and doesn't even require a click 🙂

If this is not enough and you want it spelled out without having to move your mouse over it, this is what you would have to do:

Create a custom single-line text deal property "Contact name" (or similar)
Create a deal-based workflow that enrolls deals when "Contact name" (from step 1) is unknown, then copies sets the property value of "Contact name" to the personalization tokens of first and last name of the desired associated contact, via "Edit available data" > "Choose a record type" > "Contact", this makes contact properties available for copying into the deal

(If you haven't maintained an association label, you might have to start doing so for this to work exactly as you want it to.)
Adjust the deal cards to include the "Contact name" property

Best regards!