CRM

Parvenu
Member

Can I add all contacts to a deal or create deals en masse?

SOLVE

I would like for each of my 1000+ contacts to be assigned a deal. I would prefer each one to have their own deal, but if they all have the same deal, that is okay. I haven't found a way to do this. Is there a way? Is there a workaround?

 

Thanks,

0 Upvotes
2 Accepted solutions
MFrankJohnson
Solution
Thought Leader

Can I add all contacts to a deal or create deals en masse?

SOLVE

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Help other HubSpot searchers find this post quickly by accepting this solution today.

 

Q: Can I add all contacts to a deal or create deals en masse??

 

Short A: Yes. Create either scenario using a workflow.

(see image)

hubspot-deals-auto-create.png

 

Longer A:

n/a

 

Always happy to help you build on HubSpot.

 

Best,
Frank


hubspot-solutions-signature-mfrankjohnson-v03.png

www.MFrankJohnson.com

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com

View solution in original post

0 Upvotes
jennysowyrda
Solution
Community Manager
Community Manager

Can I add all contacts to a deal or create deals en masse?

SOLVE

Hi @Parvenu,

 

@MFrankJohnson is correct that the most direct way to associate contacts with deals is through workflows. This tool is part of paid subscriptions, however. 

 

A solution available for free subscriptions is outlined here. If this is something you're interested in, please let me know.

 

Depending on your subscriptions at the moment (and in the future) will inform what is the best option for you.

 

Thank you,
Jenny

 

View solution in original post

0 Upvotes
7 Replies 7
jennysowyrda
Solution
Community Manager
Community Manager

Can I add all contacts to a deal or create deals en masse?

SOLVE

Hi @Parvenu,

 

@MFrankJohnson is correct that the most direct way to associate contacts with deals is through workflows. This tool is part of paid subscriptions, however. 

 

A solution available for free subscriptions is outlined here. If this is something you're interested in, please let me know.

 

Depending on your subscriptions at the moment (and in the future) will inform what is the best option for you.

 

Thank you,
Jenny

 

0 Upvotes
MFrankJohnson
Thought Leader

Can I add all contacts to a deal or create deals en masse?

SOLVE

Please mark solved @Parvenu

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
0 Upvotes
MFrankJohnson
Solution
Thought Leader

Can I add all contacts to a deal or create deals en masse?

SOLVE

_hubspot-button-accept-as-solution-gif-v00.gif

Help other HubSpot searchers find this post quickly by accepting this solution today.

 

Q: Can I add all contacts to a deal or create deals en masse??

 

Short A: Yes. Create either scenario using a workflow.

(see image)

hubspot-deals-auto-create.png

 

Longer A:

n/a

 

Always happy to help you build on HubSpot.

 

Best,
Frank


hubspot-solutions-signature-mfrankjohnson-v03.png

www.MFrankJohnson.com

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
0 Upvotes
erinlaffin
Contributor

Can I add all contacts to a deal or create deals en masse?

SOLVE

@MFrankJohnson - Could you advise of the criteria within a workflow to assign all contacts from a company to the company's deal please?

jlk
Participant

Can I add all contacts to a deal or create deals en masse?

SOLVE

Did you find a solution for this? 

0 Upvotes
erinlaffin
Contributor

Can I add all contacts to a deal or create deals en masse?

SOLVE

I don't think so. Maybe try the instant chat function and see if they can help!

0 Upvotes
MFrankJohnson
Thought Leader

Can I add all contacts to a deal or create deals en masse?

SOLVE

@erinlaffin,

Please make your request via it's own thread, so others may also have the opportunity to answer. Thanks.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
0 Upvotes