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Stouder
Member

workflow to add multiple contacts to a deal

SOLVE

Is it possible to use a workflow to associated multiple contacts to one deal? 

 

Buyer 1

Buyer 2

 

I know this can be done maunally, but really trying to avoid an extra step for sales team. 

1 Accepted solution
jolle
Solution
Recognized Expert | Partner
Recognized Expert | Partner

workflow to add multiple contacts to a deal

SOLVE

Hey @Stouder, thanks for reaching out! This is a really good question.

 

Unfortunately, I don't believe it's possible to create associations using HubSpot workflows unless the workflow is creating a new object (i.e., deal, ticket, task). 

 

However, this may be possible using a Zapier HubSpot integration depending on the complexity of when additional buyers need to be associated with a single deal. I know that there's a Zap step for creating an association between objects (i.e., contact and a deal), so you may be able to create a Zap that:

  1. Finds the contact based on certain criteria
  2. Finds the deal based on certain criteria 
  3. Creates an association between the contact and deal

Otherwise, this may have to be a manual process in HubSpot for now.

 

Hope this helps at least get you started!!

Jacob Olle

Marketing Operations Manager

HubSpot Certified Trainer

Create Your Own Free Signature

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1 Reply 1
jolle
Solution
Recognized Expert | Partner
Recognized Expert | Partner

workflow to add multiple contacts to a deal

SOLVE

Hey @Stouder, thanks for reaching out! This is a really good question.

 

Unfortunately, I don't believe it's possible to create associations using HubSpot workflows unless the workflow is creating a new object (i.e., deal, ticket, task). 

 

However, this may be possible using a Zapier HubSpot integration depending on the complexity of when additional buyers need to be associated with a single deal. I know that there's a Zap step for creating an association between objects (i.e., contact and a deal), so you may be able to create a Zap that:

  1. Finds the contact based on certain criteria
  2. Finds the deal based on certain criteria 
  3. Creates an association between the contact and deal

Otherwise, this may have to be a manual process in HubSpot for now.

 

Hope this helps at least get you started!!

Jacob Olle

Marketing Operations Manager

HubSpot Certified Trainer

Create Your Own Free Signature