CRM

TristanC
Teilnehmer/-in

How new contacts are associated to deals ?

lösung

Hi,

I am trying to understand how newly created contacts are associated to deals. 

From what we see, it seems to be random. Sometimes contacts are automatically associated to their company's deal, sometimes they don't..

 

In my case, I don't want new contacts to be associated with deals. Is there a way to configure this ? 

0 Upvotes
1 Akzeptierte Lösung
Josh
Lösung
Trendsetter/-in | Platinum Partner
Trendsetter/-in | Platinum Partner

How new contacts are associated to deals ?

lösung

Hi @TristanC,

 

I have not come across a scenario in which contacts are automatically associated with deals. Contacts are associated with companies, but there is not a default auto-association of contacts and deals that I am aware of. 

 

Josh 




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

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2 Antworten
TristanC
Teilnehmer/-in

How new contacts are associated to deals ?

lösung

Hi Josh, 

Thanks for your reply. 

It seems indeed that the association were coming from API calls from our side. 

Best,

Tristan

Josh
Lösung
Trendsetter/-in | Platinum Partner
Trendsetter/-in | Platinum Partner

How new contacts are associated to deals ?

lösung

Hi @TristanC,

 

I have not come across a scenario in which contacts are automatically associated with deals. Contacts are associated with companies, but there is not a default auto-association of contacts and deals that I am aware of. 

 

Josh 




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer