100 Free Automations

Associate companies, emails, and meetings to new deals

Written by Noel Maniraguha | 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