How to automatically create Deals for new contacts without duplicates?

Smart CRM & Sales Hub Sales Email
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Hi @TLieberum,

For your first scenario, you’ll need to do a few things:

  1. Create and maintain a field on the deal object that contains the company domain name (e.g. via a sync property), Create sync properties that copy data to associated records
  2. Create a contact-based workflow that enrolls contacts that are associated to companies where the ‘Number of associated deals is greater than or equal to 1’, then use the ‘Create associations’ workflow action to associate contacts and deals based on the matching values of ‘Email domain’ (contact) and the property from step 1

Out of the box, this association will not carry over any activities. If you want to achieve this behavior, this would require a custom code workflow action (available in Operations Hub Professional or Enterprise) and working with the HubSpot Engagements API.

For your second scenario, you would use the ‘Create record’ workflow action in a contact-based workflow. This is a fairly straightforward workflow.

Make sure to review and test thoroughly. Especially with multiple deals, closed deals etc the above can easily increase in complexity – and it can often make sense to rather notify a user to take manual steps versus trying to automate everything. You haven’t mentioned your desired behavior in those scenarios.

Have a look and let me know if you have any follow-up questions!