Updating deal name using automation - can the associated company be added?

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Occasional Contributor

I'm looking to change a deal name using automation at certain stages of a pipeline.

 

For example, once a quote has been sent to the customer, the quote number is added into a custom field and the deal moved to the next stage. I'd like to add this to the deal name but not lose the deal value and the company name.

 

Similarly, when a service line has been chosen, add this to the deal name as well - this step I can do as the service line is a custom deal property.

 

However, I can't find a way get the associated company name through to use in the automation.

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Regular Advisor

Hey @jdtingay!  (Thanks for the tag @PamCotton )

 

To copy over the associated company name, could you have a company workflow that copys the "Name" to all deals associated with it?  Keep in mind this is via a company workflow.  Make sure reenrollment is on:

 

Image 2020-09-18 at 2.14.52 PM.png

Chris Bryant | Your Dedicated HubSpot Expert

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Community Manager

Hello @jdtingay 

 

Happy Friday!

 

That's a great question, I will be adding here some top experts on this matter, @Bryantworks@ErinStudstill@StefaniUAT, would you be able to please share your thoughts on @jdtingay question about automation?

 

Thank you,

Pam


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0 Upvotes
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Solution
Regular Advisor

Hey @jdtingay!  (Thanks for the tag @PamCotton )

 

To copy over the associated company name, could you have a company workflow that copys the "Name" to all deals associated with it?  Keep in mind this is via a company workflow.  Make sure reenrollment is on:

 

Image 2020-09-18 at 2.14.52 PM.png

Chris Bryant | Your Dedicated HubSpot Expert

View solution in original post