Is there a way to link Deal–Company–Contact by default or in one step?

Smart CRM & Sales Hub CRM
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1

Hi,
We have a recurring issue in our sales team: When creating a deal, my team often starts directly from the Company record. However, the deal doesn’t automatically get linked to the relevant Contact. We then have to manually associate the contact afterwards, which is time-consuming. Is there a way in HubSpot to have these three objects (Deal – Company – Contact) automatically associated by default, or at least link them in a single step?
Any tips or settings that could make this process easier would be greatly appreciated. Thanks!

2

Hi @ozgesilla,

When a deal is created, you should see the regular create record form – regardless of where the deal is created from (e.g. company record).

As part of this create record form, you can also add options to add associated records:

karstenkoehler_0-1755070082741.png
karstenkoehler_0-1755070082741.png570×1257 73.2 KB

In other words, this can all be done in one step :slightly_smiling_face:

Best regards

3

@karstenkoehler Actually I am searching for a way to bulk edit. They already forgot to add the association.

thanks

4

@ozgesilla in that case, your best course of actions is the “Create associations between records” workflow action.

  1. First create a sync property on the deal object that pulls the “Company domain name” of the associated company
  2. Then create a deal-based workflow that enrolls deals where Number of association contacts is 0, then use the associations workflow action to establish associations based on the sync property from step 1 and the “Email domain” of the contact

Haven’t tested this, should work, make sure to test on a few records before unleashing on your entire CRM.

5

Hi @ozgesilla,
Check your deal settings under Settings → Objects → Deals → Record Creation. If your contacts are already linked to the company, enabling the automatic association option will let HubSpot link them to new deals
Start deal creation from the contact record instead when you do this, HubSpot will automatically connect the deal, contact, and company in one go.

If you’re on a Professional or Enterprise plan, you can set up a deal-based workflow that triggers when a deal is created and automatically associates the company’s primary contact.

"Create deal” button on the company record’s right-hand panel and ticking the contact association checkboxes before saving. This way, everything is linked correctly in a single step.