Any update on this, super simple and we require it also.
+1
Would be a very helpful feature!
+1
We have integrated Flow with our Hubspot account and without having an associatd company attached to the deal, this breaks our flows in creating folders for our sales sharepoint page that everyone within our company uses. We can’t be spending all this extra time to work out why it didn’t happen because someone accidentally forgot to add this in, and then manually have to create this and link it through.
This is a basic CRM requirement that should already be a part of the platform.
Hello,
I totally agree that this would be a good implementation.
Hello,
I totally agee too ! This is a no-brainer.
Basically all businesses need to know associated companies and contacts for at least 2 critical reasons :
- to aumatically update life cycle stage which is the heart of Hubspot functionning
- to properly measure the ROI as the contact gives the original source of the deal
Thank you for giving visibility in that core CRM improvement.
This would be very helpful. It should be an option to make Deal associations mandatory when users create new Deals. A possible workaround would be to create a workflow that reminds any user who creates a Deal to assign it to a company, but this can be messy if they already have.
Just wanted to add another HubSpot Partner’s voice to this thread. This is key functionality and I’m super surprised to see it marked as Not Planned. Please revisit!
I want Sales to be required to associate a Contact and a Company with all new deals.
Yes! include the option to make it mandatory to associate deals with either a contact or company when creating a new deal.
We’re a growing company and now in 3 countries and I’m in my early stages of transferring the organization to use HubSpot and love it but I keep running into all these missing basic bits and pieces and having to build workarounds. Until reading this post I could not figure out why a decade old CRM provider has not solved some of these basic issues long ago but perhaps it makes sense if there is more of a focus on serving e-commerce.
These basic missing things appear scattered around the ideas board, but have anyone consolidated a need-to-have list to be voted on? I’m thinking it will give a clearer overview of what users want. Apart from mandatory contact association in deals, I have recently run into:
- lack custom deals score cards
- lack of custom sales goals
- lack of closing rate calculation
- lack of dashboard/reports in mobile app
- lack of filtering or views on mobile
- lack of backdated create date for bulk upload of contacts
- no custom lead scoring
And I will likely be able to mention many more as I roll out to my team + we have Xero and Azure integration coming up…
Adding my voice here as well. This is so crucial to ensuring operational workflows trigger correctly!
Hi,
So I’ve just been on chat with support about this exact issue. I to am considering swithcing CRM’s based on this exact painpoint in your system at the moment.
I’ve heard it hasn’t progressed based on a creation loop that proves confusing for many of your customers.
Has anyone considered feature flagging this so that a Super Admin can decided whether it is or isn’t valuable for their business operations?
I hope this is something you do swiftly as I agree with many of the sentiments seen on this thread.
We are desperate for this. We tried to set up a workflow to trigger an email to the deal owner when a company or contact wasn’t added to get them to add them but these aren’t properties that can be pulled into a workflow.
Lucinda - this should be possible. We have a workflow that creates a task for the sales person to assign the company/contact if it is missing within x minutes of the deal being created. We’d much rather than this core functionality than the task but it helps in some cases.
@Ocadman can you share a screenshot of that workflow for the community?
Thanks!
@sixsteps just checking we only do this for contacts, not companies. I will see if I can export it but it is done on the ‘Number of contacts’ property on the deal being less than 1. We wait one hour after the deal was created to ensure the sales person has time to do it in their own order and then raise a task and send an internal email notification.
We created the workflow to create a task, however what it doesn’t prevent is Sales Reps simply checking that task as complete when it is not. So still begs the issues of data governance within a business using this CRM system.
Hubspot - I sincerely hope you consider feature flagging this functionality as it is a pain point for many businesses.
@Ocadman having a company assigned is more important for us than a contact. @sixsteps we set up a new property on the Deal which populated with company name from the associated company record - so the workflow was to set up a task if this new company name property on the deal was empty but we didn’t do the time delay so it was triggering emails too soon before that workflow had run through. Will try the time delay to see if that helps!
Absolutely needed. Shouldn’t really be a “creation loop” anyone gets stuck in. No associated record exist, then create the associated record, and then create the deal. Basic CRM stuff
Why is this not a feature yet? Asked 5 years ago and has 5 pages of comments, it’s definitely a needed feature. You guys are overestimating sales guys abilities to do things right. What can we do to get this added? I’ll petition the **bleep** out of people