Sales Hub Tools

Lele_Mk
Member

Can you associate a contact record to a deal playbook

SOLVE

Is it possible, with a playbook, from a Deal record, to save a Q&A response to a contact property and associate it with a contact record on that deal?

0 Upvotes
1 Accepted solution
HubDoPete
Solution
Top Contributor | Gold Partner
Top Contributor | Gold Partner

Can you associate a contact record to a deal playbook

SOLVE

Hi @Lele_Mk 

 

Your Sales Hub edition affects what you can do here.

 

If using Sales Hub Pro:

  • playbooks were recently enabled for Sales Hub Pro, but can only capture text answers and save them as a note. (cannot save to a property)

If using Sales Hub Enterprise:

  • You can assign a question to update a contact property, BUT it will only do that if you use the playbook on a contact record.
  • If you use that same playbook on a deal, you will see a warning on the question linked to a contact property as "Properties can't be updated for this object on this record."

The workaround would be to:

  1. Create deal properties, to be applied to some or all contacts associated with the deal
  2. Create a playbook which updates those deal properties
  3. Create a Deal based workflow which
    1. triggers when those deal properties are updated
    2. copies the property value(s) to either:
      • All contacts associated with the deal
      • or to a subset of contacts, based on their association label (for example, copy only to a property on the "Decision Maker" associated contact record.

Does that answer what you need for now?

cheers

Pete

View solution in original post

2 Replies 2
TiphaineCuisset
Community Manager
Community Manager

Can you associate a contact record to a deal playbook

SOLVE

Hi @Lele_Mk 

 

Thank you for reaching out.

 

I want to tag some of our experts here - @Olivia_Bagnall @Josh @HubDoPete can you think of something on this for @Lele_Mk ?

 

Thank you!

Best

Tiphaine


Saviez vous que la Communauté est disponible en français?
Rejoignez les discussions francophones en changeant votre langue dans les paramètres !

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


HubDoPete
Solution
Top Contributor | Gold Partner
Top Contributor | Gold Partner

Can you associate a contact record to a deal playbook

SOLVE

Hi @Lele_Mk 

 

Your Sales Hub edition affects what you can do here.

 

If using Sales Hub Pro:

  • playbooks were recently enabled for Sales Hub Pro, but can only capture text answers and save them as a note. (cannot save to a property)

If using Sales Hub Enterprise:

  • You can assign a question to update a contact property, BUT it will only do that if you use the playbook on a contact record.
  • If you use that same playbook on a deal, you will see a warning on the question linked to a contact property as "Properties can't be updated for this object on this record."

The workaround would be to:

  1. Create deal properties, to be applied to some or all contacts associated with the deal
  2. Create a playbook which updates those deal properties
  3. Create a Deal based workflow which
    1. triggers when those deal properties are updated
    2. copies the property value(s) to either:
      • All contacts associated with the deal
      • or to a subset of contacts, based on their association label (for example, copy only to a property on the "Decision Maker" associated contact record.

Does that answer what you need for now?

cheers

Pete