CRM

Coopr
Contributor

How do I associate Deals with Deals?

SOLVE

We often have mutliple Deals in progress simultaneously for each given Contact.

 

It'd be ideal that when we are looking at one of those Deals, we can see at a glance all the other Deals associated with the same Contact. 

 

Any suggestions on how to do this?

(When I'm looking at the Contact, I can see all their Deals - but when I'm looking at one of those Deals, I can't figure out how to display the other Deals - that is what I'm asking about)

1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How do I associate Deals with Deals?

SOLVE

Hi @Coopr,

 

Great news, it's now possible to associate records of the same type, see this public beta:

 


Tickets | Custom Objects | Contacts | Deals | Companies
 

[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:

 

karstenkoehler_4-1697690365566.png

 

Have a great day!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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4 Replies 4
DStaat
Participant

How do I associate Deals with Deals?

SOLVE

Hey @Coopr,

Have you heard of Associ8? It automates associations for you. I'm bringing this up because it updated to reflect HubSpot's new Same Object Associations feature.
 
There's some documentation going over how it works here if you'd like to take a look! And let me know if you have any questions!
 
Best,
 
-David Staat
0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How do I associate Deals with Deals?

SOLVE

Hi @Coopr,

 

Great news, it's now possible to associate records of the same type, see this public beta:

 


Tickets | Custom Objects | Contacts | Deals | Companies
 

[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:

 

karstenkoehler_4-1697690365566.png

 

Have a great day!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

How do I associate Deals with Deals?

SOLVE

Hi @Coopr,

 

At the moment, this is not possible, at least not out of the box. Records of the same object type can't be associated with each other.

 

Other users have requested this before: Create associations between the same object (company to company, contact to contact, deal to deal). As of a few days ago, the HubSpot product team is actually planning this feature. I'd recommend upvoting and commenting to the thread.

 

Also, HubSpot is launching some CRM configuration tools shortly, letting you customize the right sidebar of a record further. This will require some programming skills but would, as far as I can tell, give you the flexibility to show other deals.

 

Until then, you'll have to navigate back to the contact or company record.

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

Coopr
Contributor

How do I associate Deals with Deals?

SOLVE

Woo hoo, awesome news, thanks to you Karsten and all the great folks making the magic happen at HubSpot! We love the partnership - we couldn't have our success without your hard work - thank you!!

0 Upvotes