Associating a deal with a note from within a workflow
SOLVE
Right now I have a workflow that is creating a new deal when a condition is met from another deal. I have all of the associations of the first deal being copied to the new one upon creation, but there's no option to associate any existing notes from the old deal to the new deal as well, and this is what I want to do.
I do not have Ops Hub, so no option to code this in or I would. Is there any code-free way to make this happen? Seems silly that every other association type is an option and this one isn't.
Associating a deal with a note from within a workflow
SOLVE
Hey,
with code actions in workflows you would just be using the Associations API here anyway, so in case you have any option to do this externally, that also works. As you cannot use webhooks in Hubspot workflows without Ops Hub, it will have to be a little hacky.
One approach could be to use something like make.com or Zapier to trigger based on new google sheets rows, then in your workflow add a new sheet row with all the IDs and information you need, then use make.com or Zapier to handle the API requests (or send the data to your server that does).
Associating a deal with a note from within a workflow
SOLVE
I am a heavy zapier user and explored using it for this purpose pretty extensively. The issue I ran into is that a note isn't considered an object, it's considered an engagement, so with the 'create association' step in Zapier there didn't seem to be a way to create the association with an existing engagement, only to make a new one and link it to whatever I wanted. I know I can get the note id into the google sheet from within the hubspot workflow, but there isn't an object type available for the action, to my understanding. Have you had success treating it as a ticket or something like that for a workaround in the past?
There isn't any explicit option to achieve this, correct. However, when you create a deal record from a workflow, you should see this option to carry over associations from the company record:
Outside of this default behavior, I'm not aware of any other ways to achieve this. This currently requires custom code, either via Operations Hub or as a standalone app based on the HubSpot API.
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Associating a deal with a note from within a workflow
SOLVE
Unfortunately we are often hosting deals with contacts only, not companies, so this isn't an association option to bring over. Wish it were available to change our default associations when we open notes with deals so that they associate with the contact instead of the company!