We have a requirement to associate our deals with other deals.
We tend to have a single project which usually has multiple phases over many years where we will have different funding sources/customers to deliver different elements.
They are all part of the same project/ultimate funding source but our direct customer often varies at the different phases. We may also have other related paid works in the form of research & or reports (consultancy type offerings).
Ideally, we would want to associate related "deals" so you could easily see and click between these deals on the side bar:
Deal example a - phase 1 (primary customer a)
Deal example b - phase 2 (primary customer b)
Deal example c - phase 3 (primary customer a)
Deal example d - phase 4 (primary customer c)
Is there an existing solution or work around which heps achieve this?
I don't think this use case is unique to our business, so hoping there's a viable solution!
Since these multiple related deals aren't for a single contact, the best way I can think around them right now is via deal-based workflows. Here, you will have to assign a unique name to all these related deals, irrespective of the customers or funding sources. The unique names of the deals or any other properties set will let you trigger off those workflows, and you can then perform other actions as required by your processes.
Let me know if this helps or if you need to discuss it further.
[Public Beta] Associate Records of the Same Object Type
Oct 18, 2023
What is it?
Same object associations give customers the ability to associate a CRM record to another record of the same object type e.g. a contact to a contact or a deal to a deal. These new associations are available for contacts, companies, deals, tickets and custom objects and can be leveraged across core HubSpot tools. Watch a short video on how this works.
Why does it matter?
Customers want HubSpot to reflect the reality of their business; this often includes a web of contacts or a collection of related companies. Without the ability to connect contacts to contacts, companies to companies and other objects to their same type, customers have been missing key relationships in HubSpot.
How does it work?
Users can now create associations between records of the same type for contacts, companies, deals, tickets and custom objects. On each record, you’ll see a new section in the right sidebar which reflects the type of record you’re on e.g. you’ll see a contacts section while on a contact record.
Customers with at least one Pro or Enterprise subscription can also create either a single label which is the same in both directions e.g. two contacts have the label colleague or a pair of labels representing two sides of a specific relationship e.g. student and teacher. When applying labels, you’re able to preview the application of the labels to ensure it’s correct before creating a new associations.
Same object associations can be leveraged in the following features:
Calculated properties
Custom Report Builder
Import
Index Pages
Lists
Records
Workflows
Who gets it?
All hubs and tiers can create associations between records of the same object type (with custom objects being available to enterprise tiers only). Labels are only available to Pro+ customers as well as in custom report builder and workflow support.
You can find this beta here:
Have a great day!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
[Public Beta] Associate Records of the Same Object Type
Oct 18, 2023
What is it?
Same object associations give customers the ability to associate a CRM record to another record of the same object type e.g. a contact to a contact or a deal to a deal. These new associations are available for contacts, companies, deals, tickets and custom objects and can be leveraged across core HubSpot tools. Watch a short video on how this works.
Why does it matter?
Customers want HubSpot to reflect the reality of their business; this often includes a web of contacts or a collection of related companies. Without the ability to connect contacts to contacts, companies to companies and other objects to their same type, customers have been missing key relationships in HubSpot.
How does it work?
Users can now create associations between records of the same type for contacts, companies, deals, tickets and custom objects. On each record, you’ll see a new section in the right sidebar which reflects the type of record you’re on e.g. you’ll see a contacts section while on a contact record.
Customers with at least one Pro or Enterprise subscription can also create either a single label which is the same in both directions e.g. two contacts have the label colleague or a pair of labels representing two sides of a specific relationship e.g. student and teacher. When applying labels, you’re able to preview the application of the labels to ensure it’s correct before creating a new associations.
Same object associations can be leveraged in the following features:
Calculated properties
Custom Report Builder
Import
Index Pages
Lists
Records
Workflows
Who gets it?
All hubs and tiers can create associations between records of the same object type (with custom objects being available to enterprise tiers only). Labels are only available to Pro+ customers as well as in custom report builder and workflow support.
You can find this beta here:
Have a great day!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Since these multiple related deals aren't for a single contact, the best way I can think around them right now is via deal-based workflows. Here, you will have to assign a unique name to all these related deals, irrespective of the customers or funding sources. The unique names of the deals or any other properties set will let you trigger off those workflows, and you can then perform other actions as required by your processes.
Let me know if this helps or if you need to discuss it further.
