Manually Linking Child Deals with Parent Deals

[EbarakHossain]

Hi HubFans, 

I understand that there is no automatic association available between parent deals and child deals of two separate pipelines. But we're looking for ways to semi-automatically associate them and have created single-line text properties called Renewal Deal Link and Main Deal Link to store the respective Deal Record Link automatically using a workflow. 

We can use this 

https://app.hubspot.com/contacts/<Portal ID>/deal/<Deal: Record ID>

to add the deal link to those properties if Renewal Deal Record ID and Main Deal Record ID are available in the Main Deal and the Renewal Deal respectively. Is there any automatic way of adding these Record IDs to the main deal and child deal i.e. the main deal will have the Renewal Deal ID and the Renewal Deal will Main Deal ID automatically? 

Many thanks in advance for your kind assistance.

- Ebarak

[Edyta7510]

Hello @himanshurauthan @EbarakHossain 

I've just come across this thread and I think my question is somewhat related. 

In our case we do have "related" deals in a single pipeline, let's say: Jan deal, Feb deal, March deal, etc. 

We need to manage some of our products on a MoM basis. 

If the Jan deal is won, it impacts the amount of Feb and March deal and all following deals. 

There is usually a linear corellation between units sold. (the more they sell in Jan, the more they will sell in Feb, etc). 

Today sales need to go into each single deal and manually update the units on the line item, which results in zillions of clicks (line items can't be updated in bulk as to my knowledge). 

So here comes my question: 

- Is is possible to have a conditional relationship between quantities across different deals? 

- Is it possible to update units on line items in bulk? 

Thanks!

Edyta

[himanshurauthan · Accepted solution]

Hello @EbarakHossain 

way of linking parent deals with child deals in HubSpot using the HubSpot API.

You can use the HubSpot API to automatically update the "Main Deal Link" property of the renewal deal with the ID of the main deal and the "Renewal Deal Link" property of the main deal with the ID of the renewal deal.

Here's how you can do it:

Use the Deals API to retrieve the main deal and the renewal deal records using their deal IDs.

In the main deal record, update the "Renewal Deal Link" property with the ID of the renewal deal.

In the renewal deal record, update the "Main Deal Link" property with the ID of the main deal.

Save the changes to the main deal and the renewal deal records using the Deals API.

You can automate this process using custom code or by using a third-party integration tool that supports the HubSpot API.

According to these solutions mentioned above you may need some technical expertise and development work.

Thanks & Regards 
Himanshu Rauthan