Right now, in a specific pipeline we have deals that are created from Air table and then synced to HubSpot, we are running into a problem where the contact is added to the deal in Air table but the contacts company is not added to deal. What’s the best way to auto associate the company to the deal based on the contact? The contact and company association lives already in Hubspot so the company is already known we just need each deal that contact is associated with to be associated to the company. We essentially want a catch safe when someone forgets to manually associate the company.
Hey @cclark2,
Thanks so much for posting in the Community!
If I’m understanding correctly, you’re looking for an automation that would associated synced deals to companies when those very deals are auto-associated to Contacts in HubSpot that are associated to the Companies you want the deals associated with. Is that correct?
If so, you’d likely want to create a Deal-Based Workflow that triggers on deal association. You would select a condition where a contact is associated with the deal (e.g., Number of associated contacts is greater than 0). You would then want to create an action that sets an association to the deal that pertains to the corresponding Contact.
I’m curious to know if our Community has any other thoughts on best practices here. But that’s where I would start!
Shane, Senior Community Moderator
Hi @cclark2,
This is possible with the “Create associations” workflow action, see below an example of a contact-based workflow:
Best regards