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Deal Automation - Automate adding All Contacts at a Company to a Newly Created Deal, plus more

I need the option to create two related automations.

 

1. When a deal is created for a Company, I would like to automatically associate the Deal with ALL of the contacts at that Company.

 

2. Similarly, if a Contact is created at a Company, that has a pre-existing Deal, I want the newly created Contact to automatically be Associated with the Deal.

 

I tried a few approaches to this using the current Deal / Contact / Company Automations with no luck. Then I reached out to support - they indicated it is not possible... hence, this request.

 

Bonus Points: Just make this a configuration setting as requested with Notes/Interactions request here --> Automatic associations bewteen Contact, Companies & Deals

2 Comentarios
Community Manager
Community Manager

I think this would be an awesome option to add in the Contacts/Companies/Deals settings. Thanks for posting!

rc1
Occasional Contributor

Yes exactly!

In our case this is ALWAYS preferable, and I'd hazard a guess that this should be the default behavior for most users.