How to associate a Deal with a Company based on the Contact associated with it?

[AnnaK-GF]

Hi all,

I'm looking for some advice or tips to automatically associate Deals with Companies. 

Our HubSpot is set up to automatically create Companies and associations based on a Contact's email domain. But when a Deal is created in our system, it only has a Contact associated with it, even when the Contact object has a Primay Company association. 

I would have thought that if HubSpot can match the Contact to the Company, then it can match the Deal to the Company as well, but that isn't the case at the moment. 

I explored integrations, workflows, all kinds of settings to clone the Contact's assciated Company to the Deal's but I can't seem to figure it out.

Has any of you done this? Could you help me achieve this? I'm open to all suggestions - the easier the better though.

Thanks,

Anna

[Lucila-Andimol · Accepted solution]

Hi @AnnaK-GF 

When you are creating deal manually

you are supposed to add the company too.

Also when deals are being created from an import, you can add the associated company in the file.

Beside this, association between objects can be done with Operations Hub,

specially when you have a contact with multiple companies associated (maybe past jobs)

and you need to select just the primary to be associated to the deal.

There are also 3rd party apps that can help you do the trick, like Associ8

or I beleive even with Zapier.

If you are willing to explore Operations Hub, we can hep you.

Let me know

[Lucila-Andimol · Accepted solution]

Hi @AnnaK-GF 

When you are creating deal manually

you are supposed to add the company too.

Also when deals are being created from an import, you can add the associated company in the file.

Beside this, association between objects can be done with Operations Hub,

specially when you have a contact with multiple companies associated (maybe past jobs)

and you need to select just the primary to be associated to the deal.

There are also 3rd party apps that can help you do the trick, like Associ8

or I beleive even with Zapier.

If you are willing to explore Operations Hub, we can hep you.

Let me know

[AnnaK-GF]

Hi @Lucila-Andimol , Deals are created from Magento (Adoe Commerce) through a third-party integration. Adjusting this integration isn't an option. We don't create them manually or through imports. 

We do actually have Operations Hub so I would e interested to learn how to automate the association with Ops Hub. 

Associ8 keeps coming up in conversations and I took a look at hte platform and I'm also familiar with Zapier, although I didn't think about hecking this specific zap there -- thanks for the advice.

I would much prefer doing this within HubSpot, the simplest way possible, and if Ops Hub can help, then great. But I'll be happy to explore other options too. 

Cheers,

Anna

[karstenkoehler]

Hi @AnnaK-GF,

How exactly is a deal created in your HubSpot portal? Is there a chance the company can be associated right in that moment?

Best regards

[AnnaK-GF]

@karstenkoehler Deals are created through a third-party Magento (Adobe Commerce) integration. So it's not something that we can tweak the API for. Magento also doesn't have a concept of Companies, only Contacts and Orders/Deals. So I think the association needs to hapen after the Deal has been created in HubSpot. 

[karstenkoehler · Accepted solution]

@AnnaK-GF in that case I'd recommend either Associ8 as a third-party solution or, natively in HubSpot, the ability to establish associations via workflows: https://knowledge.hubspot.com/workflows/manage-crm-record-associations-with-workflows

That way, you wouldn't have to leave the system. If you're not seeing this option yet, check the product updates section (can be found by clicking the menu in the top right corner of the app) or by reaching out to your customer success manager.

Hope this helps!

[AnnaK-GF]

@karstenkoehler  the workflow worked -- although I had to do some pre-work for it. To create the association, I needed a common property value to do the lookup, which I hadn't had between Deals and Companies.

Step 1 - Create mappable property vlaue

I created a Contact-based workflow that triggers when a new Deal is associated with the Contact. Then I used the 'Copy company property value' action to copy the Primary Company's name to a property (I called it 'Company to associate') on the associated Contact and then copied the same property value to a Deal property with the same name (using the 'Edit record' action).

Step 2 - Association

Then I created a Deal-based workflow that triggers when the 'Company to associate' property is updated on the Deal. Then I used the 'Create association' action and followed the steps in the knowledgebase article to map the association based on the Primary Company's Name and the new Company to associate property on Deals.

And this worked like a charm. I shared the details just in case these steps help somebody who's facing the same challenge.