Workflow Action and Trigger - Associate Company or Contact

[toricook]

Within workflows, I'd like the ability to associate a contact, company, or deal to another entity such as a contact, company, or deal.

Use case:

I have a deal associated with a contact from Company A. I'd like the ability to automatically associate Company A to the deal (if associated company is unknown).

I would need a trigger that allowed me to check whether a company was already associated to that deal. And if unknown, an action to copy over the contact's associated company to the deal's associated company.

Who: This benefits sales team, sales managers, and CRM administrators.

Goal: Eliminate manual data entry for deals, contacts, and companies that all go together.

Value: Save time and ensure that any activity on a company, deal, or contact will automatically be logged on each entity (company, deal, or contact).

[benesch_e]

This woudl be really helpful to be able to do within HubSpot rather than try to do it through an API.

[Dary]

I agree! I hope HubSpot can make this available soon. I think this should be available by default even before.

[icisma]

I would love to see this fix done!🙏🙏

[jessica004]

This needs to be done asap!

[JGooding]

Same idea! 

I'm looking all around for something that helps me to automatically associate deals with contacts and viceverza.

In my case, I have Stripe integration with HS so every time someone buy and pay a product in my website a new deal is created in HS.

The thing is I need to manually associate this deal.

When the deal is created, the customer's email is recorded in a deal's property called "Billing Email". 

How can I create a workflow that pulls this property from the deal, then associates to the contact with the same email?

[ArtursG]

I have the same exact issue - around 7k deals that are associated to a contact, but not a company,  which is a pain.  Would make sense that this is a part of the workflows, that I can carry over associations. 

[davidw803]

It's 2022, where is this? I should at least be able to identify if a company or contact is associated with a deal with the filters....

[echeverion]

I also have a need for this! I have deals being created via a Chargebee integration, but I have to manually associate the Company with both the Contact and the Deal. I would like the capability to at least just manually associate the Company to the Contact, and have a workflow automatically associate the Company with the Deal as well. 

[ICamacho]

@hubspot 

 

[Liliana_Reis]

this would be awesome... seems like @hubspot doesn't care about it.