Aggregate contact deal under company

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Our eCommerce front end creates contact and a deal using Zapier. This works great. The transactions are a mix of private individuals and companies. Hubspot automatically creates companies from the email domain.

 

The deal is associated with the contact. I wish to see these deals from the associated company as well. How can we have Hubspot associate the deal to the company as well if a company exists?

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Hi @outbackgary,

 

Is there a way you can edit the zap coming in to associate the deal with the company record instead of, or in addition to, the contact? 

 

What subscription level do you have in HubSpot? Depending on what tools you have, there could be automated options as well.

 

The more information, screenshots and details you can provide, the better the Community can assist!

 

Thank you,
Jenny


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