Updating Deals

[KKirby]

When global updating the deal stage without triggering a workflow a work-around is to export the deals and then reimport them with an updated deal stage. The issue is an email is needed to connect the deal to the contact who that deal is created for through a form submission. Is there any way for the deal to have an email associated so the contact can be easily associated?

[karstenkoehler · Accepted solution]

Hi @KKirby,

Imports will associate two object's records as long as you include a column in each file with the same header, see here: https://knowledge.hubspot.com/crm-setup/import-objects#import-separate-files-to-create-and-associate... You would not only have to export deals but deals and contacts – after making sure that there is some kind of ID that both records share. If your deals and contacts have a 1:1 relationship, you could copy the deal ID into a contact property using a workflow.

Have you considered pausing deal-based workflows instead of this export/import workaround? After activating the workflow again, you could select not to enroll deals which fulfill the enrollment triggers, effectively skipping them.

Best regards!