Question about associating deals with parent companies

Smart CRM & Sales Hub Tips, Tricks & Best Practices
1

Hello community. A quick synopsis of what we’re trying to do and the challenges we’re running into.

Our business sells to large enterprises, often with multiple business units and geographies. Additionally, we often sell through third parties which may also have their own business units and geographies. We manage these Companies’ structures through parent-child associations.

When we have a Deal we ask our sales reps to associate these at the lowest relevant level of the Companies we are selling to/through, with the purchasing entity (usually the 3rd party) as the Primary Company so we have the most granular view of where the transaction is occurring. When doing so however, we miss visibilty to these Deals when looking at the Parent company levels. We ask our sales reps to manually add these additional associations and have appropriate labels for them, but because this is manual, it doesn’t often happen.

We’d like to automate these additional associations but don’t seem to have a good solution for doing so comprehensively via workflow. Our current efforts involve multiple synced properties, workflows to copy parent company record IDs to different custom properties, etc. but we’re still left with gaps, especially when trying to do this beyond the primary company associated with the deal.

Curious if anyone has addressed a similar situation before and has any tips. And/or if there are 3rd party solutions that can handle this so we’re not stacking workflows on workflows on workflows on synced properties (and still not nailing it…)

Thanks in advance.

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Hi @EGrant9 ,
Yes, this is possible but you’ll need Operations Hub Pro or Enterprise to do it, since it involves using custom code inside a workflow.Here’s how it works:

  • You create a deal-based workflow.
  • Inside that workflow, use a custom code action to:
    • Find the primary (child) company linked to the deal.
    • Look up the parent company using HubSpot’s built-in parent_company_id field.
    • Automatically associate that parent company (or even grandparent, if needed) with the deal.
    • You can also add a label like “Parent” or “Distributor” to show how each company is related to the deal.