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DarrenAllatt
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GLR on December 13, 2017
Company and contact info mandatory to create a DEAL
Hello, I am just starting with D eals and I have an issue regarding the mandatory properties to create a deal. When Creating a D eal , I want my team to put the Company and the contact associated with the deal. Both informati read more
Reply Idea Contacts & Companies Deals
554 upvotes
229 Replies
DarrenAllatt
Participant
July 18, 2022
The earliest post on this is 2017... 5 years later, no action. If you can make other fields mandatory, why not make the Associations mandatory?
DarrenAllatt on September 27, 2021
Find Hubspot Company ID by Company Name in Workflow with Node.js
Hi There, I have the Salesforce Sync turned on, and when a SF Lead is Created, it creates a Contact in Hubspot. I have a worklow that after that Contact is created, it create's a company and deal. However, it creates duplicate companies. What I wou read more
Reply Discussion Workflows
0 upvote
5 Replies
DarrenAllatt
Participant
September 27, 2021
Thanks Tuen... How do I set the params to use the Contact's "Company Name" to find an existing company by "name"?
DarrenAllatt on September 27, 2021
Find Hubspot Company ID by Company Name in Workflow with Node.js
Hi There, I have the Salesforce Sync turned on, and when a SF Lead is Created, it creates a Contact in Hubspot. I have a worklow that after that Contact is created, it create's a company and deal. However, it creates duplicate companies. What I wou read more
Reply Discussion Workflows
0 upvote
5 Replies
DarrenAllatt
Participant
September 27, 2021
Thanks Tuen... How do I set the params to use the Contact's "Company Name" to find an existing company by "name"?
DarrenAllatt on September 27, 2021
Find Hubspot Company ID by Company Name in Workflow with Node.js
Hi There, I have the Salesforce Sync turned on, and when a SF Lead is Created, it creates a Contact in Hubspot. I have a worklow that after that Contact is created, it create's a company and deal. However, it creates duplicate companies. What I wou read more
Reply Discussion Workflows
0 upvote
5 Replies
DarrenAllatt
Participant
September 27, 2021
Thanks Tuen... How do I set the params to use the Contact's "Company Name" to find an existing company by "name"?
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