Automatically associate new contacts with existing deals

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NStarling
Participant

Hi All,

 

Is there a way to automatically associate a new contact record (where the company is identified) with an existing deal record for that company? 

 

I've tried playing around in workflows and can happily create deals based on the contact record, and even not create a deal based on whether one exists for the associated company. But I am unable to then add that contact to the existing deal automatically.

 

Any help would be greatly appreciated.

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Accepted Solutions
HubSpotMaster
Solution
Key Advisor | Platinum Partner

@NStarling you cannot make associations with the workflow tool. There is a way to work around this but have a general question first to understand your use case

 

1) Do you want all contacts of a company associated with existing deals? I typically only advise on adding the contact(s) that are a part of the deal vs all contacts at the company.

 

Workaround:

Use Integromat or Zapier - You would trigger when a new contact is associated with a company, grab their associated ID, and then lookup deals that are linked to the company and add the contact. 

 

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HubSpotMaster
Solution
Key Advisor | Platinum Partner

@NStarling you cannot make associations with the workflow tool. There is a way to work around this but have a general question first to understand your use case

 

1) Do you want all contacts of a company associated with existing deals? I typically only advise on adding the contact(s) that are a part of the deal vs all contacts at the company.

 

Workaround:

Use Integromat or Zapier - You would trigger when a new contact is associated with a company, grab their associated ID, and then lookup deals that are linked to the company and add the contact. 

 

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NStarling
Participant

Hi @HubSpotMaster,

 

Thanks for your reply.

 

The contacts are coming through via a specific integration so they are already qualified (not in a sales context) to a certain extent. I wanted a way in which I could keep track that an account was being worked early in the prospecting/lead gen process, so thought a seperate deal pipeline would help in this instance, before they move in to the sales pipeline. There is perhaps a better way to do this...

 

Thank you for the tip re Integromat. 

 

 

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HubSpotMaster
Key Advisor | Platinum Partner

I would suggest using the lifecycle stage and lead status. You can use a workflow that enrolls all contacts coming in from the integration and then set the properties on the company and contact level for Lifecycle Stage = MQL, and Lead Status = New. 

 

Then you can work your MQL's through the defined Lead Status steps. You can also report on all contacts that are Lifecycle Stage = MQL and Lead Status's to stay on top of follow up and how the initial outreach went. 

 

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NStarling
Participant

Thanks Adam, I'll take a look at this. I suspect this is probably the better way to do things, as it's leverages the existing capability, rather than me trying to shoehorn in to another.

 

Thanks again,

Neil 

0 Upvotes
AlbanL
Member

I have a similar need, I want the workflow to detect if a deal already exists for the company in a specific pipeline. If yes, associate the new contact to it, rather than create a new deal... It seems to be a useful feature to add to HS Workflow

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