Find all deals from company contacts

Smart CRM & Sales Hub CRM
2

Hello @DEvans0 ,

I have an idea or workaround for this.

  1. First prepare report which includes columns like “company record id”, “Contact Record Id” and “Associated deal record id” and export this report.
  2. What you will get in export is all contacts, companies and deals and their record ids
  3. Now you have to import a file which includes multiple objects and for this you need to create excel file you can take reference of this wonderful hubspot knowledgebase [ click here ] to learn how to make that sheet to include multiple objects into one.
  4. Import this sheet as mentioned in the knowledgebase and after import you will see that your deals were associated with companies as well.

I hope this will help you.

Thank you

Shubham Nigam