Associating a Company with a Deal based upon a Contact's Primary Company

[SHodges45]

Hello,

I am looking to set up automation that will automatically assign a Company to a Deal card, based upon the primary Contact's (required field) primary company.

When I try to set up a workflow to "Set" or "Copy" the Company name from the Conact record, I get an error because the Deal isn't already associated with the record.

Thanks!

[karstenkoehler · Accepted solution]

Hi @SHodges45,

HubSpot workflows do not support establishing associations. This either requires custom code, available in Operations Hub Professional, or a third-party integration like Associ8.

Out of interest, how come the deals aren't automatically assigned to the company? During manual creation or when deals are created through workflows, HubSpot will always suggest the company association when a contact association is already established.

Best regards!

[BTomjanovich]

Hello! You stated above "During manual creation or when deals are created through workflows, HubSpot will always suggest the company association when a contact association is already established."

Could you elaborate on that further? For the life of me, I CANNOT get my deals to associate to the primary company through a contact association. I just spoke to support and they said it isn't possible, but I can do it through Tickets, so I'm not sure where the  disconnect is.

In 99% of my cases, my contacts only have a Primary Company. When I manually create a new deal, and associate a contact - how can I get it to automatically associate the Primary Company of that contact?

THANK YOU!

[MChilders6]

How do you suggest to assocate the company to a deal via a workflow when a deal is created? I am looking to do this but not sure how. Hoping to find a way that does not require me to pay extra.

[SHodges45]

Thanks Karsten. We had allowed our team to assign a Company when creating a new Deal. However, they often would tick the box to associate all company correspondance to the Deal (even though the deafult for the box was unticked). This led to a lot of very messy Deal histories. So we were hoping to remove that step (to avoid associating unnecessary history), and just using the company assigned to the Contact (which every Deal would have).