Gotcha, yes, I'm also following that request and it has been open for a while. Personally, I do not expect this to be delivered anytime soon but that's just intuition. If you want this kind of behavior right now, you could have to custom code it using Operations Hub Professional or rely on a third-party solution.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Yes, the open request for this feature is quite popular. I believe there may be a way to do it with Ops Hub, but outside of that there is currently nothing in standard HubSpot CRM.
However, Insycle, does this. You can tell Insycle to "look at contacts that are associated to this company, but are not associated with the deal that the company is associated to."
Hubspot offers by default activity association with Default objects. You can refer to the complete Hubspot Article . The company's timeline activity can be automatically associated with the Deals and the Deals timeline activity can be automatically associated with Company's timeline.
However, if you still want to bring the company's associated deal activity on the Contact timeline, then it can be done by the use of API.
Gotcha, yes, I'm also following that request and it has been open for a while. Personally, I do not expect this to be delivered anytime soon but that's just intuition. If you want this kind of behavior right now, you could have to custom code it using Operations Hub Professional or rely on a third-party solution.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
In contact-based lists, you have access to deal properties as well. HubSpot will then look for contacts who are associated with a deal matching the selected criteria. For this to work, the contact needs to be associated to the deal – the company doesn't matter.
If this approach does not work, could you elaborate further why?
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
How to add deal information to associated contacts within company
resolver
Hi Karsten, thank you for reaching out!
I wish it would be that straighforward, however unfortunately it is not possible in this case because deals are only associated with companies (that is how integration is made). I need to find a workaround.