topic Re: Workflow - Deal without associated Company in Dashboards & Reporting

Workflow - Deal without associated Company

GustavoGGomes — Wed, 20 May 2020 15:00:13 GMT

Hello all,

Is there any way I can trigger a workflow when a deal is created without an associated company? I want to create a task for the deal owner to fix this and associate the correct account.

Thanks!

Re: Workflow - Deal without associated Company

Bryantworks — Wed, 20 May 2020 20:24:32 GMT

Hey @GustavoGGomes,

Unfortunately, it doesn't look like this is possible - I don't see any properties you could trigger that captures associated Company on the deal record itself. Just a "Number of Contacts" which you could use to identify a deal with no contact associated.

Re: Workflow - Deal without associated Company

GustavoGGomes — Wed, 20 May 2020 21:06:09 GMT

Hi @Bryantworks,

Yes, I also realized that there isn't anything that can help to trigger this, but wanted to double-check it.
Thanks for your attention!

Re: Workflow - Deal without associated Company

warrendavey — Wed, 20 May 2020 21:49:51 GMT

@GustavoGGomes - Awesome Question! I figured out a way you can do this with just 2 workflows and one custom field. I answered this in my question of the day video.

https://youtu.be/LyOSlKsZXM4

Because "Associated Company" is not a field in Deals you can't use it as a criteria piece to trigger a workflow. But you can use a workflow from Company to see if they have any associated deals and then have it populate a copied field on those deals. If your deal never populates, because it has no association, then you can assume it is missing the company association, and with a delayed trigger notify your team to update the record.

Hope that helps!

Re: Workflow - Deal without associated Company

AdamAllcock — Fri, 18 Feb 2022 19:47:19 GMT

The limitation of this is it will not detect deals that used to have a company associated but no longer do, as Company Name is not going to be cleared.

If you really want to detect this, you can create a helper field on the company level and deal level (can just be 1, doesn't matter). Every day, the company field is incremented by 1 (or flicks between 1 and 0 with if statements), and is then copied from the company to the deal level. deal. On the deal side, you can then have a workflow which triggers if the deal's helper field has not been updated in the last 24 hours.

Alternatively, you can copy across from the company a 'today' field, and then on the deal level every day check if its not equal to today.

[If you want less workflow spam on the deal records, you can also update the company field every 7 days and run the workflow if now updated in 8 days etc. Or set your daily company workflow to only update on deals that have not had their number of associated deals changed in the last 24 hours]

@GustavoGGomes @Bryantworks @warrendavey

Re: Workflow - Deal without associated Company

AndreaMilani — Wed, 13 Apr 2022 07:47:58 GMT

@warrendavey it doesn't look like the property "Associated Deals" is available on the Company object, I can see only "Number of Associated Deals". Is it something that was deprecated since 2020 when you made the video?

Re: Workflow - Deal without associated Company

CHigueras — Wed, 09 Aug 2023 16:26:22 GMT

Hi @GustavoGGomes

I guess this was asked a long time ago. But I manage to trigger the workflow when a deal is created without any associated company using the workflow's custom code section. I will add here in case other people may need this in the future.

1. First you need to have an Private APP access token. In case you don't have it already, go to: Settings > Account Setup > Integrations > Private APPs and create a new private app.

2. Create a new deal based workflow.

2.1 In my case I am using Record ID is Known as "Deal Enrollment Trigger".

2.2 On the next step, select custom code.

2.3 In the "Secrets" section, add a new secret, name it API_ACCESS_TOKEN and copy the token from step 1 in the "Secret Value" input.

The secret you have created should be selected in the input box, as in the image

2.4 In the code section, copy the following code:

What we are doing above is load the Deal object and find if it has any associated company. So we add to the callback an output hasCompany that can be true or false. Now we need to use the output from the code within the workflow.

2.5 In the output section, click on "add output" and select Boolean as Data Type and add hasCompany in the Name input

2.6 Now we already have the custom code output available in our workflow. So add a new step of the type "Branch" and choose the option "Based on single property value (value equals)".

In the property input, scroll down to the Action Outputs > Custom Code section and select hasCompany and click next.

On branch 1 select the option "no" and save.

Now you can already do any desired actions with the workflow when a deal has no company.

Re: Workflow - Deal without associated Company

VAtuyer — Fri, 25 Aug 2023 02:33:41 GMT

Hi @warrendavey
Many thanks for your help and the video!
However, in the Workflow menu, I can't find the same settings as you do in your video.

1) Company-based workflow

2) I look for "Deal information" ==> Associated Deal ==> Nothing appears, compared to your screen

Below is where I am:

How can you set up this workflow?

Thanks

Re: Workflow - Deal without associated Company

RBozeman — Fri, 17 May 2024 19:06:54 GMT

The solutions here are great,but it would definitely be nice to get away from the manual association processes if possible. +1 for all of the threads requesting manual associations in Workflows.

However, I also wanted to mention that Insycle could help here. Full disclosure, I currently work for Insycle. But Insycle offers "triangular associations," which analyze existing associations to find gaps that need to be filled in.

For example, you have a contact that is associated with a deal. He is also associated with his company. But his company is not associated with the deal. Insycle is able to detect this missing link and create it automatically — in bulk, on a set schedule, or even in Hubspot Workflows so that these associations happen immediately after a deal is created in HubSpot.

Re: Workflow - Deal without associated Company

MrJustinGivens — Thu, 27 Jun 2024 17:17:17 GMT

I know this IS REALLY OLD! You can now do this without a workflow or a list.

Go into your All Deals View.
Open up the Advanced Filters
Add the following:
1. Primary associated company is unknown.
Close the filter
Clone as new view named "Missing Company"

To take it one step further, do the same for Primary Contact (is Unknown) and the number of associated line items (equals zero).

See screenshot below:

Re: Workflow - Deal without associated Company

ASussan2X — Thu, 18 Dec 2025 01:36:53 GMT

There's another thread that answers the question of how to trigger a deal workflow when there is no associated company: https://community.hubspot.com/t5/CRM/Workflow-to-avoid-a-Deal-with-no-associated-company/td-p/1145859

Create a list (segment) of all deals with an associated company
Trigger the workflow based on deals that are not a member of that list.