Merge deals - Workflows

[SClara]

In HubSpot, is it possible to automatically merge deals without using external apps? Is there a way to implement this using Operations Hub Pro, for example, through custom code?

Thank you! 🙂 

[karstenkoehler · Accepted solution]

Hi @SClara,

For deals, Insycle is a nice deduplication tool: https://www.insycle.com/hubspot/

You could also develop a custom code action in a workflow, using Operations Hub, yes, but that would require a developer: https://developers.hubspot.com/docs/reference/api/automation/custom-code-actions

@JonasDeMets are deals on the horizon for Koalify? (Another great deduplication option for HubSpot, @SClara.)

Best regards

[Jonas_De_Mets]

@karstenkoehler deal deduplication is coming-up soon for Koalify!
We'll keep you posted here. 

[SClara]

Thanks for your response @karstenkoehler ! I’m aware of Insycle, but I was specifically looking for a way to handle this natively within HubSpot.

Regarding the custom code action, if implemented correctly, would it work 100% within HubSpot without any limitations or risks of errors? Are there any specific constraints we should keep in mind when merging deals this way? 🙂

[karstenkoehler]

@SClara I think 100% reliability without risks or limitations would be quite the stretch. When you're developing a custom code action, you're pretty much starting with a white page, attempting to build part of what Insycle and Koalify did. This will require testing, probably some frustration, things that don't work as intended or backfire.

There are starting points for this on GitHub which make this easier: https://github.com/HubSpot/sample-workflow-custom-code/blob/main/samples/dedupe_contact.js