Aug 10, 2020 7:52 PM
Is there a way to link one deal to another deal? We have a situation where a current deal is a follow-on to a previous deal and we'd like the ability to link those deals together.
Solved! Go to Solution.
Aug 11, 2020 1:03 AM
Hi @mrprice
There's no "out of the box" way to link a Deal to another Deal (you can link a Company or Contact to multiple Deals to create a link but I suspect that's not what you're asking).
So, what we typically do is put a Note, in the Deal, with a link to the other Deal. Then pin the note to the Deal (so it's always at the top). Then we repeat the process linking the second Deal back to the first Deal.
It's a workaround, but it may work for you?
Have fun
Mike
Feb 7, 2022 8:14 PM
Hi @JPrier
I just checked again – the new Associations API in HubSpot doesn't allow Deal to Deal relationships.
It would be possible to build a custom integration (let me know if you're interested) to make it easy for your team to use.
But, out of the box there is no easy way.
Have fun
Mike
Feb 7, 2022 9:18 PM
Feb 7, 2022 11:39 PM
Hi @JPrier
Just sent you an email – with a calendar link – so I can learn more about your business process.
Looking forward to meeting you.
Mike
Feb 7, 2022 7:20 PM
@Mike_Eastwood - Is this still the latest on approach? No updates since 8/2020, correct?
Aug 11, 2020 1:03 AM
Hi @mrprice
There's no "out of the box" way to link a Deal to another Deal (you can link a Company or Contact to multiple Deals to create a link but I suspect that's not what you're asking).
So, what we typically do is put a Note, in the Deal, with a link to the other Deal. Then pin the note to the Deal (so it's always at the top). Then we repeat the process linking the second Deal back to the first Deal.
It's a workaround, but it may work for you?
Have fun
Mike