CRM

TristanC
Participante

How new contacts are associated to deals ?

resolver

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 ? 

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1 Soluciones aceptada
Josh
Solución
Experto reconocido | Partner nivel Platinum
Experto reconocido | Partner nivel Platinum

How new contacts are associated to deals ?

resolver

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 Respuestas 2
TristanC
Participante

How new contacts are associated to deals ?

resolver

Hi Josh, 

Thanks for your reply. 

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

Best,

Tristan

Josh
Solución
Experto reconocido | Partner nivel Platinum
Experto reconocido | Partner nivel Platinum

How new contacts are associated to deals ?

resolver

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