HubSpot Ideas


Workflow assignment: Associate contacts to deals

  • Who (what type of role or team) is the feature for?

Operations, Sales


  • What is their goal?

To automatically associate company contacts with the company's associated deals.


  • What value will this add?

Reduces admin tasks for our sales team and reduces manual work when data is imported.


  • Screenshots, pictures, drawings, process diagrams, are helpful.

Add assign associated contacts to one of these sections in workflows.