Sales Hub Tools

TThach
Member

Workflow to Assign Company to Deals

Hi there,

 

Does anyone know how to create a workflow to assign a company to deals automatically? I can't seem to figure it out.

 

Thanks,

 

Tina

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webdew
Guide | Diamond Partner
Guide | Diamond Partner

Workflow to Assign Company to Deals

Hi @TThach ,

You can create a new company record with a workflow. It will look somthing like this: https://prnt.sc/1r6igie
but to associate an existing company to a deal you have to do that manually: https://prnt.sc/1r6ipsi

Hope this helps!


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