Create a deal with company details when customer books a meeting

Smart CRM & Sales Hub CRM
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1

Here’s a challenge :blush:

I would like to know whether it’s possible to create a deal for a contact:

  • who books a particular meeting with us (with the word ‘demonstration’ in the meeting name)
  • that has an associated company
  • that is not already associated with a deal

I would like the deal name to be in the format “School Name (Subject)” for instance “Spring Field High School (Computer Science)”.

I’ve tried to implement something by synchronising company properties to the contact which I can do but I’m concerned that if the associated company changes that the company name will not resynchronise.

Any thoughts?

2

Hi @tel_mark,

The structure of the workflow, contact-based, could look like this:

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Am I assuming correctly that School name and Subject are company properties? In that case, you would need a second workflow which copies the company information into the contact record first. (You might have to create the contact properties School name and Subject first if you don’t have them yet.) The company-based workflow that copies the information would look like this (only with the correct properties).

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Best regards!

3

Thanks for your comprehensive reply and for taking the time to make these sample workflows.

One question - quite often, the contact will be associated with the wrong company, especially since, quite often, schools (whom we work with) have different email domains than the school ‘company domain’ - for instance, lots of teachers in Wales have email addresses @hwbcymru.net as the email is managed centrally. Also, quite often, the demos are booked with personal emails, gmail, outlook etc.

Obviously, we’d have to change the deal name and associations manually but is there any way of keeping the contact ‘company’ properties in sync?

4

Hi @tel_mark,

Unfortunately not, no. There’s currently no way that HubSpot could automatically assess whether the domain name is correct or not.

You could however adjust the second workflow as follows:

karstenkoehler_0-1625040892364.png
karstenkoehler_0-1625040892364.png498×801 18.9 KB

If your contacts provide their school name (= Company name) in a form, then the first workflow (see my previous post) would pick up whatever they entered in the form. Only if the Company name is empty would the second workflow copy the information from the associated company. That information could then be correct (yay) or incorrect – in which case you would have to manually edit the company and deal record, unfortunately.

If my two posts led you to a solution, you can help the community by accepting them as solutions, it would be much appreciated!

Cheers!

5

Thanks, Karsten - really helpful.