Create hubspot deal with contact & company

[Fabix]

Hello everyone,

Either I’m missing something or I’m just a bit confused, but how can I select the corresponding contact or company when creating a deal?

I can’t seem to find the relevant field.

Could someone please help me out?

It seems like this was possible with the old HubSpot Make integration.

Thanks in advance!

[Henk-Operative]

Hi @Fabix,

As far as I know, creating a HubSpot deal with an associated contact and company takes several steps:

So first create the deal, then associate the CRM object with it.

Cheers,
Henk

[Fabix]

Thank you very much!

The note about the association was missing for me. In fact, searching for a CRM object is not needed then.

Here is my solution.