HubSpot Ideas

VSwinkels

Automatically connect contacts to a deal

At the moment we have contacts connected to a company, and a company connected to a deal. We work on company basis, therefore we only know which invoice belongs to which company.

In order to be able to create lists and reports, we need to connect contacts to a deal. We have too many contacts in our CRM system to do it manually, therefore it would be great if a contact could be automatically connected to a deal.

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