Dec 2, 2021 11:51 AM
Mar 29, 2022 2:23 AM
The solution provided here doesn't work for me - because 'partner' companies associated with deals are not always marked as partners, just an additional company associated to the deal. I really need to identify the PRIMARY company only. I've ended up with a whole lot of deal notifications displaying the partner company name instead of the client company name.
Jan 12, 2022 9:17 AM
I still do not have access to a "company name" property when it is a deal workflow so that is very odd that you do have it when you are in the Beta. The "Primary Company" field is a custom (blank) field that I created to try to company name to.
@mrapolla Below is the temporary solution I came up with. The goal is to copy the "company name" over to the "primary company" deal property I created. I did not want to copy the "company name" for companies that are labeled as something other than "primary company" for the deal.
The big issue with it is that I had to set it up as a Company workflow to get access to the "company name" company property. Because of that it created two challenges 1) any time a new deal is added it'll copy the "company name" property to all deals associated with the company, potentially overriding a value already in that field and 2) based on my set up with comapany labels, if a company has a custom label for any of its associated deals it will not copy over the value for the newly associated deal, I have to do it manually.
Jan 12, 2022 1:33 PM
Thank you so much! All makes sense and this worked for me. Appreciate it.
Jan 11, 2022 6:42 PM
@JordanBlair - have you resolved this?
I will dig in with @StjepanGrcic to figure this out for you!
You def should have a "company name" property and the account I used to demo the solution also had the Beta for associating multiple companies so that should not have impacted things.
Now, would it work to use "Primary Company" or is there an issue with that for your overall solution
@mrapolla - do you have a screenshot by chance of what you are seeing when you search for the company name property?
Jan 11, 2022 5:12 PM
I'm having the same problem! I don't have Company Name as a property on Deals and cannot use the assocation in my integration. Would love to know what solution you come up with.
Dec 3, 2021 8:42 AM - edited Dec 3, 2021 8:44 AM
Hello @JordanBlair !
There is a "Company Name" property on deals so I think that your Slack notification push and your filtering should work. Please see this screenshot below.
Can you please send me a screenshot of what you are seeing when you do the same thing so we can sort out why you aren't getting "Company Name" as a deal property option?
Dec 3, 2021 10:10 AM
Thank you for looking into this. That is odd because I do not get that field to show up. You'll see the field called "Primary Company" but that is a custom field that I created to try to copy the value over to. The field "Company Name" does not show up. Perhaps this is a bug that has to do with the fact that I am enrolled in the Beta which allows me to associate multiple companies with a deal?