Give us the ability to associate lead to existing deal that contact is already associated to

HubSpot Ideas
1

Right now when moving a lead to “qualified” using the new “beta” leads tool, there is an option to relate that lead to an existing deal.

However, if the contact is already associated to that deal, you are not able to associate the lead to that deal.

This needs to be fixed so that we are able to qualify and associate leads to deals where the contact is already associated to that deal.

This is needed because often times, the deal will be created by someone else on the team and then we are stuck with a lead that cannot be qualified until you remove the contact from the deal and re-add it by hitting qualify and add to existing deal from the leads tool.

2

I create a deal within a workflow when a lead is qualified.

I need to be able to associate the new deal with the lead becuase currently in my reporting there are no deals associated with the Leads and I can’t even manually fix this. So now my default lead reporting is totally skewed. This is essential functionality, not a nice to have.

3

This would be nice!

4

100% needed. Default Lead Reporting does not work (associated deal amount, stage etc). If deals are created via workflow, you are forced to create a deal by the default ‘force deal if qualified’ lead rule.
However, THIS rule doesn’t allow multiple stages to be ‘qualified’ and only to enforce a deal creation, so is not fit for purpose either. We have multiple qualification stages - a deal may be qualified, but not ready to be an active deal opportunity. This has been brought up by this forum post here: https://community.hubspot.com/t5/HubSpot-Ideas/Enable-Deal-Creation-Requirement-for-One-Qualified-Lead-Stage/idi-p/1101342

5

This is very needed! It should be possible to make a lead based workflow that will associate the latest deal of the associated contact.

Deals is an essential part of lead qualification and this connected needs to be automated.