Automatically add contact to deal in workflow

SonarHome

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.

12 Replies
JeremyHong
Contributor | Diamond Partner

edit: This would indeed be helpful!

SonarHome
Member

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". 

 

Screenshot 2019-09-24 at 15.15.38.png

thedede
Member

I am trying to do the same thing. I'll reach out to our hubspot contact and will share if I get a response. 

EAW
Member

I would like to do the exact same thing.

dge
Member

How is this not available? 

There is no workflow that allows adding the contact to a deal automatically. 


C_Hori
Participant

Did anyone find a way to do this?

dtavenues
Participant

Looking for similar functionality. The ability to add contacts to a deal via workflow would be clutch.

pulpou
Member

I need to implement the same thing, I need to add a contact to a deal when it reaches a certain stage.

vsacramento
Participant

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?

ThunderfootTeam
Member

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!!  

DaveJoRo
Participant

We need this for our platform as well. Hoping this gets more visibility by HS asap..

 

FerhatSF
Participant

I am interested in too.