We are testing a new custom object (for forecasting revenue that is not yet recorded in CRM but expected at a later time) for an internal company need. There is also an association created between the custom object and deals (so we can check what’s the forecast and what’s already open in CRM from that forecast) but the deals have to be associated manually either from the create form or by going on the custom object page and then manually adding each deal one by one.
Ideally we’d like to see that deals of specific criterias such as similar product type, close date and stage get associated to the new custom object automatically to save effort.
We looked into creating a workflow automation that would associate deals that met specific criterias but that is not possible.
Did anyone here face a similar problem and would happen to know the solution or a way around that would let us acheive the desired results? Thanks!
@ZKhan33 There are some workarounds that you can consider:
API integration: You can use the HubSpot API to automate the process of associating deals with your custom object. You can write a script that will fetch the deals that meet specific criteria and then associate them with your custom object automatically.
Zapier integration: You can use Zapier to create a Zap that will automatically associate deals with your custom object based on specific criteria.
Custom code solution: If you have a development team, they can write custom code to automate the process of associating deals with your custom object.
