CRM

mattjohnson068
Contributor

Section or view that shows data from Deal, Contact, and Line Items

SOLVE

I have been asked to add either a section on the side bar in deals, or a deal view which shows informaiton together which current sits in different records. For example - 

 

  • Shipping address - sits on the contact and/or company record
  • Deal stage - sits on deal record - 
  • Product - sits on Line Items

and so on. 

 

Is it possible to creat this sort of view in Hubspot?

 

I tried to see if I could use workflows but it didn't look as though to say 'trigger - deal stage = x' then 'action - copy contact address to X field on deals' but it seems really random as to what records ot can take data from and paste into!

1 Accepted solution
Lucila-Andimol
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Section or view that shows data from Deal, Contact, and Line Items

SOLVE

Hey @mattjohnson068 

so for the copy property data you can solve this with Workflows (just be sure of choosing the right primary object correctly)

For the customization part, you can either choose wich properties to show in a section on the left side bar

or create card in the middle bar or custom coded card on the right bar (the last one is a bit more complex-development needed)

Here is more info on how to customize sidebars

hope this helps

María Lucila Abal
COO Andimol | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23
Certified Trainer (12+ years)

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4 Replies 4
Lucila-Andimol
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Section or view that shows data from Deal, Contact, and Line Items

SOLVE

Hey @mattjohnson068 

so for the copy property data you can solve this with Workflows (just be sure of choosing the right primary object correctly)

For the customization part, you can either choose wich properties to show in a section on the left side bar

or create card in the middle bar or custom coded card on the right bar (the last one is a bit more complex-development needed)

Here is more info on how to customize sidebars

hope this helps

María Lucila Abal
COO Andimol | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23
Certified Trainer (12+ years)

Have questions? Get answers:

Get Premium Support

Did my post help answer your question? Mark this as a solution.

mattjohnson068
Contributor

Section or view that shows data from Deal, Contact, and Line Items

SOLVE

Great thank you @Lucila-Andimol I'll give that a go an report back!

0 Upvotes
Phil_Vallender
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Section or view that shows data from Deal, Contact, and Line Items

SOLVE

Hi @mattjohnson068 

 

It's not natively possible to pull all of that information into a single area on an object's right hand side bar - as far as I am aware.

 

Suggestions for solutions/alternatives that you could consider:

 

  1. Customise the left hand side bar of an object to clearly show the high value information (for example create an address area on company records) and reorganise the order of areas in the right hand side bar to locate other information close to one another 
  2. Use HubSpot's APIs and CRM customisation capabilities to create custom sidebar cards that aggregate the required information
  3. Use a custom object to collect the relevant information and make it discoverable from the right hand side bar - however, I don't think custom objects can support products in the way you would require. 

Hope this helps somewhat.

Phil Vallender | HubSpot Website Agency
0 Upvotes
mattjohnson068
Contributor

Section or view that shows data from Deal, Contact, and Line Items

SOLVE

Super helpful thank you, @Phil_Vallender!

0 Upvotes