In our business activities we sometimes need to act as an intermediary between two parties. For that reason I would like to have an option of assigning automaticaly contacts to a Deal, when Deal reaches specific part of the Pipeline.
Is there any way to do that?
1. Deal reaches stage "Partner"
2. HubSpot automaticaly assigns Conctsta based on Contact Properties.
3. Deal in "Partner" stage has one Contact from previous stages and newly assigned Contact from stage 2.
edit: This would indeed be helpful!
Thanks for reply, but unfortunately this option doesn't enable to add contact to a deal. In actions panel I can add multiple actions but there is no action to "Add Contact".
I am trying to do the same thing. I'll reach out to our hubspot contact and will share if I get a response.
I would like to do the exact same thing.
How is this not available?
There is no workflow that allows adding the contact to a deal automatically.
Did anyone find a way to do this?
Looking for similar functionality. The ability to add contacts to a deal via workflow would be clutch.
I need to implement the same thing, I need to add a contact to a deal when it reaches a certain stage.
Hi, I need to implement the same thing, I need to add a contact to a deal when it reaches a certain stage. Is it possible?
I'd love for there to be a tigger action/that enables you to autoamtically all contacts from a certain company to any deals associated with that company, but it looks like this isn't possible via workflows or any other method. Hubspot: please add this feature, because right now, it has to all be done manually!!
We need this for our platform as well. Hoping this gets more visibility by HS asap..
I am interested in too.
This would be a great feature.
The ability to add contacts to a deal via workflow would be a big help to our organization. Hope this functionality is introduced soon.
Yes please - Looking for this feature as well.
This is a FANTASTIC Idea to have ready asap! It would be a great help to any company
Need this as well. We have a SaaS where users can invite their team and we'd like the whole team to be included in the deal, not just the first one who created the account
Exactly what I was trying to do, NEED THIS!
Same here 🙂
Exactly what we need, we export deals with zapier from a spreadsheet and we need to autoassign them to contacts and companies, to keep record of them. ¿Has any one from Hubspot replied to this request? almost 3 years since.
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