Leads not associated to deals
SOLVEWhen I have a contact, and he is sales qualified, automatically a lead is created. When the lead is qualified, automatically a deal is created. What surprises me is that my lead is not associated to the deal. Which is totally not logic.
At contact level: lead and deal associated.
At deal lever: only contact associated not the lead (red arrow)
Can somebody advice?
1 Accepted solution
Leads not associated to deals
SOLVEHi @ThomasGuns,
It looks like this is a contact-based workflow. Check in the workflow that the new record created is associated with the lead when created. If it isn't you may have to add it.
That's the most logical explanation from the details and the screenshot you're showing.
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 Diamond Partner & HubSpot Certified Trainer |
Leads not associated to deals
SOLVEHi @ThomasGuns,
It looks like this is a contact-based workflow. Check in the workflow that the new record created is associated with the lead when created. If it isn't you may have to add it.
That's the most logical explanation from the details and the screenshot you're showing.
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 Diamond Partner & HubSpot Certified Trainer |
