Create workflow to add contact's company to deal

SOLVE
MMDC
Contributor

We discovered that a lot of deals do not have a contact's company associated with the deal.

 

Given the number of deals, is there a workflow setup that could associate a company to a deal based on the contact already associated with the deal?

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3 Accepted solutions

Accepted Solutions
warrendavey
Solution
Top Contributor | Platinum Partner

@MMDC  - Great question! You would need Operations Hub to create the association.  Standard workflows do not have this functionality.

You could also look at an outside tool like Zapier or Integromat to accomplish this.

✔️ Was I able to help answer your question? Help the community by marking it as a solution.

Davey Waren
Pearagon

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karstenkoehler
Solution
Most Valuable Member

Hi @MMDC,

 

Without custom code, it's not possible to associate objects via workflow at this stage. It's a feature that other users have asked for before and you could upvote and comment with your use case on the HubSpot Ideas post. The product team is keeping an eye on these requests and evaluating them by popularity.

 

With HubSpot Operations Hub Professional, you can use custom code actions in workflows which require a bit of development but could achieve this.

 

Best regards!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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webdew
Solution
Top Contributor | Diamond Partner

Hi @MMDC ,

Unfortunately no. You cannot associate company to a deal on the basis of associated contact as there isn't any such action available yet in the workflows.

Hope this helps!


If we were able to answer your query, kindly help the community by marking it as a solution.

Thanks and Regards. 

View solution in original post

0 Upvotes
3 Replies 3
warrendavey
Solution
Top Contributor | Platinum Partner

@MMDC  - Great question! You would need Operations Hub to create the association.  Standard workflows do not have this functionality.

You could also look at an outside tool like Zapier or Integromat to accomplish this.

✔️ Was I able to help answer your question? Help the community by marking it as a solution.

Davey Waren
Pearagon

Still have questions? Let's Talk

View solution in original post

karstenkoehler
Solution
Most Valuable Member

Hi @MMDC,

 

Without custom code, it's not possible to associate objects via workflow at this stage. It's a feature that other users have asked for before and you could upvote and comment with your use case on the HubSpot Ideas post. The product team is keeping an eye on these requests and evaluating them by popularity.

 

With HubSpot Operations Hub Professional, you can use custom code actions in workflows which require a bit of development but could achieve this.

 

Best regards!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

webdew
Solution
Top Contributor | Diamond Partner

Hi @MMDC ,

Unfortunately no. You cannot associate company to a deal on the basis of associated contact as there isn't any such action available yet in the workflows.

Hope this helps!


If we were able to answer your query, kindly help the community by marking it as a solution.

Thanks and Regards. 

View solution in original post

0 Upvotes