Associating Deal tasks with the Associated Company on the Deal without manually assigning them

[charliesteiner]

Currently, our HubSpot workflow involves creating tasks in bulk, associated with existing Deals. This works well because it automatically brings up the Deal page when we work through the task list, allowing us to associate the call with the deal directly.

However, we face an issue with creating Deal tasks in bulk and associating them with the respective company on the deal. As a result, there are instances where we cannot easily identify which company the task is associated with, and the task is not logged on the main Company page.

We need to find a solution to associate the company with Deal tasks in bulk, ensuring that the tasks are clearly linked to the corresponding company in our task list and properly logged on the Company page. This way, we can streamline our workflow and avoid missing valuable information.

Is there a workaround or solution to address this challenge effectively?

Thanks for your help in advance!

[TomM2]

Hey @charliesteiner associations are a bit overlooked in HubSpot in my opinion, records auto associate upon creation but can only really manually be done in the UI after that.

You can create a system to auto associate via the associations api if you have dev skills.

If you don’t however there’s a great extension for HubSpot to allow for automatica associations via workflows too! https://hapily.com/associ8

[charliesteiner]

Thanks for getting back Tom!

I will take a look into this tool; agree with your assessment on associations in HubSpot.

Thanks,

Charlie

[mangelet]

Hi @charliesteiner, I read your case. Yes, HubSpot works great when you create tasks related to deals. It’s handy because opening the task also opens up the deal and saves time.

Here’s what might be happening: You’re probably going to the deal pipeline screen, choosing some from the list, and creating tasks there by pressing ‘create tasks’. This gives you a task linked with that particular deal but doesn’t link it with other records like company or contact.

Let me suggest an alternative method for achieving what you want. Give it a try and let me know how it goes.

You’ll need to create a new cuatom property in the deal object which could be named ‘create task’.

> You can even go further and have different options for types of tasks you want to associate with deals.

This property will act as your trigger for a workflow.

What you’ll do next is set up a simple workflow that kicks off whenever this property takes value- meaning if you’ve put ‘create task’ in a business, it enters into the workflow where your task gets created.

The process is straightforward: start from that trigger then create the task. In your action of creating tasks, you can control everything - from its name to comments and which records it should connect with; specifically linking both company and contacts associated with that specific deal.

So, the last part is this. To create tasks in bulk, what you’re gonna do is head to your deals, select all the ones you wan, and then bulk edit this special property you just created.

That way, they’ll automatically enter the workflow you’ve just set up, and, of course, get the result you were aiming for.

Try out this flexible approach without needing APIs or anything complex - it’s really simple! Let me know how things turn out.

[charliesteiner]

Hi Martin thank you so much for your response.

I’ve put your above solution to test, and it would be absolutely perfect for what we are looking at doing, however one caveat is that, once the company is associated with the task, we lose the functionality for the deal page to come up in our task list.

Is there anything that you can suggest to remedy this?

I look forward to hearing back!

Thanks,
Charlie