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brunabg
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Multiple contact Deals

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Hello HS Community,

 

I've created workflows to automate the conversion process from contact to deal, where the lead status changes automatically and the deal is created automatically.

 

However, we sometimes need to convert more than one contact to a deal.

 

We won't consider the second, third, etc., contact for commission purposes, but we still need to add them to the deal.

 

What's the best practice for adding multiple converted qualified contacts to the same deal?

 

Thank you for your help.

BG.

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karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Multiple contact Deals

resolver

Hi @brunabg,

 

If you identify these contacts manually, you can establish the association (adding contacts to deals) by following these steps here: https://knowledge.hubspot.com/records/associate-records

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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1 Respuesta 1
karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Multiple contact Deals

resolver

Hi @brunabg,

 

If you identify these contacts manually, you can establish the association (adding contacts to deals) by following these steps here: https://knowledge.hubspot.com/records/associate-records

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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