Is there a way to have contact associations carry over to new associated deals?

[CEsposito]

Every time a deal is closed, I have a workflow that creates a new renewal deal. However, the association labels I had updated for each contact do not carry over to the new deal. Is there a way to have their label (ex: Primary Contact, Accounting Contact) carry over to the new renewal deal automatically?

[kvlschaefer]

Hi @CEsposito,

It's currently not possible to add an association label to a deal (or any record) via a workflow, but this has been requested and is under review with the product team here in our ideas forum!

That said, it is also possible to do this in a workflow using a custom code action (if you have have operations hub) - developers can use the API to set association labels, so you could have one code a custom code action to add the association label.

I hope that helps!

Best,

Kristen