HubSpot Ideas


Automatically add contact to deal in workflow

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?


Expected Scenario:

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.