Hi, since the new roll out of Hubspot, I cannot find out how to add a contact to a deal? I used to be able to just click Add …

Hi @khelm , You can associate a contact with a deal on the right hand side of the deal record. The top box should be in regar…

Yes, thank you! I never say the arrows to expand the right-hand section of the deal record.

Thanks - once you have done this how do you pull through associated activity from that contact? It isn’t pulling through for …

Hello @NFoster , this knowledge base here explains more about how you can associate activity with records . I hope this infor…

I also want to add who the main economic buyer and champion is for each deal. This may be 2 deals with the same group of peop…

Adding Contacts to a Deal

RHudson March 11, 2022, 3:19am 6

Thank you Jenny,

Is there a way to automate appending a contact email to a deal card if the Company is already connected to the deal card through a workflow?

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