Insert two or more company association in "Create Deal" window and select "Association Label"

HubSpot Ideas
1

Hi everyone,

Today, in the window: “Create Deal” there is only a possibility to associate the deal to one company, or one contact, and there isn’t the possibility to assignee the “Association Deal” directly in the Window “Create Deal”.

My idea is a “Plus” button to associate 2, 3 or more companies, and contacts, and custom objectives and, in this same window (Create Deal), this will turn faster the process of create deals, avoiding 1 step more (enter in the deal, and associate the deal with companies & contacts in the deal page.

And something very important, is the possibility to turn this fields mandatory. This functionality will guarantee the data more accuracy.

Thanks

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2

Hey WilianFP! We have an app called Associ8 that would run this process for you. It adds a workflow action that allows you to associate objects to each other based on like properties. Check it out here.
If you need help installing or getting set up, let me know! I’d be happy to hop on a call with you.
Best,
-David Staat