HubSpot Ideas

Spitfire33

Ability to associate deal with custom objects in the "Create deal" form

It would save our team time and mistakes if the "Create deal" form allowed us to associate deals with our custom objects, alongside the standard company and contact objects shown below.

Create Deal Form.png

8 Replies
DTadd1
Participant

This is a good idea. Additionally, it's strange that when you create a deal using the form it doesn't allow you require that a Company or Contact record be associated. Yet, this is possible with custom objects as well as custom object creation can be customized to allow you to pick which types of objects can be associated.

BWhiting
Member

Agreed, it would be nice to be able to customize this in the Create Deal form as I would like to have a custom object associated at creation and make it mandatory. The deal association to a custom object is tied to a workflow and if the user forgets to associate it after creation of the deal then some important data is never copied to the deal. We are working on automating the association of the custom object, but this will require an additional HS subscription (meaning more $$$).

JJMacSnr
Member

We need acces to Line item functionality and can only get that through Deals so the ability to add associations (to Custom Objects) to the Create Deal form would be extremely useful.   

ThierryCalderon
Participant | Diamond Partner

hi 

would be great !

Gabry
Member

I really need to be able to associate deals with custom objects. I would love to see this get escalated.

CBell40
Participant

Having custom object behave more naturally would be a huge advantage. Adding association with differnt objects  at time of deal , or case creation is a huge time saver . You can do it in reverse - from within a custom object you can create a ticket and the association is made. 

kmoehring
Participant

This is a critical need for one of my clients. If the association doesn't happen when the deal is created, sales reps often forget. 

Amabel
Member

This is critical for having accurate information in our CRM - we have no way of enforcing of checking that the correct associations have been made to our custom objets at the moment