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.
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'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!!
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 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.