Associate Contacts with Line Items based on a common property

Smart CRM & Sales Hub CRM
1

Hello guys, I have a nice challenge here!

Scenario: I have a list of deals with contacts and line items associated, which have been imported through an integration. Each contact has an External ID, which will be added to each line items (of the deals associated) that the contact owns. So, for example, in a deal with 3 contacts and 3 line items, each line item will have the External ID of one of the contacts, depending if he actually owns the product or not.

Question: How can we have a list of contacts who own a particular product?

My idea was to create a workflow that takes all the External IDs of the line items from a particular product, and create a list of contacts who has those External IDs, but I guess it is only possible with Custom Code (but we don’t have Operations Hub Pro), isn’t it? Anyone has a different solution?

2

Hi @fracant,

This is a great question :blush:

Let’s bring in our experts to join the conversation. Their expertise and insights can greatly contribute to achieving the objective you have in mind.

Hi @jforte, @Franci, @CateDuarte, We are intrigued and interested to ascertain whether you have any familiarity or expertise regarding this topic that could help @fracant.

Thank you all for your valuable contributions!

Best regards,

Diana

3

We’d love to learn if it is possible to see products purchased on contact records.