Associate companies, emails, and meetings to new deals
by Noel Maniraguha on January, 2025
Never forget to associate deals with companies, emails, or meetings. This also checks for missing contacts and assigns deals to users.
This automation has 3 components.
1. Adding call contact associations to Hubspot deals
2. Notifying you via Slack when new deals don't have contacts
3. Retroactively, adding a deal owner to deals (optional)
Hubspot makes it easy to auto-associate all records together however there's one instance where they drop the ball... Retro-active associations... This automation solves that issue
Insert the blueprint in make (new scenario)
Manual Changes
Notification for no contact
If you don't need this, delete the Slack module. Otherwise, change the destination channel and add your workspace ID to the URL within the module
Update Deal Owner
If you don't need this, delete the Hubspot module. Otherwise, change the owner ID to someone from your team, you can also randomize this across different team members.
Set a schedule
I recommend choosing a "daily" occurrence for this automation
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