Lists, Lead Scoring & Workflows

LMillán
Participant

Deal ID tag needed for workflow creation

We are currently creating a workflow in order to massively change the deal owners of many contacts so they are the same as the task owner in those deals, but we are encountering one problem: when a contact has more than one deal, the workflow changes the deal owner of all the deals existing, and we just need to change one of them. 

We would like to have a deal ID tag so we can use it on our workflows and just change one of the deals of the contact instead of all of them.

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3 Replies 3
LMillán
Participant

Deal ID tag needed for workflow creation

Ok but, how can we associate the tasks with their corresponding deals? Is there any way as of today?

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deepikaverma
Top Contributor

Deal ID tag needed for workflow creation

Ideally your task owner and contact owner would be same.

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deepikaverma
Top Contributor

Deal ID tag needed for workflow creation

Hi @LMillán ,


If you have less number of such deals, then u can make use of association labels , these lable helps in distiguishing the deals. However, as of now these label assignment cann't be done automatically.

deepikaverma_0-1669292288352.png

https://community.hubspot.com/t5/HubSpot-Ideas/Set-Association-Labels-On-Records-via-a-Workflow/idi-...

Thanks!