HubSpot Ideas

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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.

25 Replies
hatchsmith
Member

need this

BCapewell
Contributor

Would also be very helpful for my company.

CMallard
Member

It's unacceptable that this is not available.

KimHacker
Member

Also what we need!

chigBungus
Member

We got this working by creating a custom deal property and assigning it as part of a workflow upon form submission.

 

1. Create custom deal property "Primary Contact" as a single line text

2. Create a workflow for Form Submission

  • when a user fills out a form, create a Deal with "Company Name"
  • Set Deal Property "Primary Contact" to the Contact Token $Email