How new contacts are associated to deals ?

Smart CRM & Sales Hub CRM
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1

Hi,

I am trying to understand how newly created contacts are associated to deals.

From what we see, it seems to be random. Sometimes contacts are automatically associated to their company’s deal, sometimes they don’t..

In my case, I don’t want new contacts to be associated with deals. Is there a way to configure this ?

2

Hi @TristanC,

I have not come across a scenario in which contacts are automatically associated with deals. Contacts are associated with companies, but there is not a default auto-association of contacts and deals that I am aware of.

Josh

3

Hi Josh,

Thanks for your reply.

It seems indeed that the association were coming from API calls from our side.

Best,

Tristan