Associate All Contacts Associated To A Company To Any New Deal Via Workflow

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I truly hate the new platform for HubSpot’s workflows. It is by far way to cumbersome especially for associating records to other records.
With that being said, here is what I am trying to do.

When someone feels out a specific form, a deal is automatically created and then associated to the same company everytime, based on that specific form. Then I want to have every contact associated with that company automatically associated to any new deal that is created. I have yet to find a way via the workflows, whether that be Create Association or Apply Assocation, to make this happen.

When that form is submitted I need multiple people emailed with an external email.

Thanks!

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Hi @CSchenk,

@CSchenk wrote:

I truly hate the new platform for HubSpot’s workflows. It is by far way to cumbersome especially for associating records to other records.

Which new platform are you referring to? The platform hasn’t changed, there were some UI changes but no fundamental changes to workflow actions.

@CSchenk wrote:

When someone feels out a specific form, a deal is automatically created and then associated to the same company everytime, based on that specific form. Then I want to have every contact associated with that company automatically associated to any new deal that is created. I have yet to find a way via the workflows, whether that be Create Association or Apply Assocation, to make this happen.

  1. Create a sync property on the deal object that mirrors the record ID of the associated company
  2. Create a sync property on the contact object that mirrors the record ID of the primary company
  3. Create a contact-based workflow that establishes associations between the enrolled contact and the deal object based on matching values of the properties created in step 1 and 2

Let me know if you have any follow-up questions.