How to copy assigned company from contact object to deal object

[Xiawanbai]

Hi, could you let me know if there is an option in HubSpot to copy the company association from the Contact object to the Deal object?
Currently, we are using an API that creates deals, but it does not associate the company with the deal. As a result, deals are linked to a contact but not to a company. Since the contact already has a company associated, I would like to copy that company association from the contact object to the deal object.
I tried achieving this with a workflow, but it did not manage to update the deal with the company.

[karstenkoehler · Accepted solution]

Hi @Xiawanbai,

Have you considered updating your integration so that it not only associates the deal with the contact but also the company? It seems like a fairly simple step up and adjustment of what you have currently built.

If you want to solve this with a workflow, you would have to do the following:

1. Create a sync property on the contact object that syncs the record ID of the associated company
2. Create a sync property on the deal object that syncs the property value from step 1
3. Create a deal-based workflow that establishes the association between the enrolled deal and the company based on matching values in the company 'Record ID' and the synced ID from step 2

This is however a lot more prone to error if you do not just have 1:1 associations and again, I'd strongly recommend building this into the current integration.

Best regards