Find all deals from company contacts

[DEvans0]

Hi. We've got ourselves into a position that many companies do not have associated deals, but the contacts within the company do (problem with orchestration from another system). Ultimately we want those associations in the company as well.

Is it possible to get all deals from the company contacts? Or any other suggestions?

Thanks in advance,

David

[DEvans0]

Hi @karstenkoehler,

Appreciate your response and the consensus appears to be that there isn't anything within Hubspot itself that the Sales guys can use themselves on an ad-hoc basis, all routes seem to fall bacl to the API or import/export.

Cheers

David

[karstenkoehler · Accepted solution]

Hi @DEvans0,

There might be ways to achieve this with third-party automation (Zapier) or via HubSpot API (requiring development).

If we're talking about out of the box solutions, I'm not aware of any workflow or bulk feature that would help accomplish this. You would indeed have to export contacts, companies and deals first and then work some Excel or Google Sheets magic. Your goal would be a sheet that looks like the companies and deals sample spreadsheet here: https://knowledge.hubspot.com/crm-setup/set-up-your-import-file#multiple-objects-with-associations

Best regards!

[SNigam]

Hello @DEvans0 ,

I have an idea or workaround for this. 

1. First prepare report which includes columns like "company record id", "Contact Record Id" and "Associated deal record id" and export this report.
2. What you will get in export is all contacts, companies and deals and their record ids 
3. Now you have to import a file which includes multiple objects and for this you need to create excel file you can take reference of this wonderful hubspot knowledgebase [ click here ] to learn how to make that sheet to include multiple objects into one.
4. Import this sheet as mentioned in the knowledgebase and after import you will see that your deals were associated with companies as well. 

I hope this will help you.

Thank you 

Shubham Nigam

[DEvans0]

I get the idea and had considred import/exports. I was kind of hoping there was an alternative though, since we have a load of companies that need to be sorted/cleaned and my plan was to distrbute across the sales team over time. With that plan the import/export doesn't really work and probably safer for them to do manually!