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Read Associate Deals

Read information about existing deals associated to a given contact or company, by using the contact or company ID.

Options

  • Associated to (dropdown option): Select the entity that this deal is associated to. If you’d like to get a list of deals associated with a contact, select “Contact”. If you’d like to get a list of deals associated to a company, select “Company”.

Input Fields

The input fields for this card depend on whether or not you’d like to read deals associated to a company or for a contact instead. If you selected “Contact” as your option, you’ll need to input your Contact ID, and vice versa.

  • Contact/Company
    • Contact/Company ID (number): the ID of the company or contact you’d like to read associated deals from.

Output Fields

This card outputs a list of deals. The actual properties inside of each field are dynamic, meaning that if you have custom properties created inside of Hubspot CRM, they will show up for each deal found in this list. The below list of fields only includes the default properties.

  • Deals (list)
    • Deal (object):
      • Amount - Total value of the deal
      • Close Date - The day the deal is expected to close
      • Closed Lost Reason - Reason why the deal was lost
      • Closed Won Reason - Reason why the deal was won
      • Create Date - Day the deal was created in the CRM
      • Deal Description - Brief description of the deal
      • Deal Name - The name you have given this deal
      • Deal Stage - The stage this deal is currently in.
      • HubSpot Owner - The sales user that the deal is assigned to.
      • Last Modified Date - The most recent date that any property on this deal was updated.
      • Last Activity Date - The last time a note, call, email, meeting, or task was logged for a deal.
      • Number of Contacts - Number of contacts associated with this deal.
      • Pipeline - The pipeline the deal is in, which determines that stages that are available for the deal.

NOTE: Because of changes to the labels of certain fields in the Hubspot API, it may be necessary to regenerate outputs on cards by clicking the gear icon at the bottom right corner of the card and selecting “Choose fields.” This change affected the “Hubspot Owner” field, which may have been changed to “Company Owner,” “Deal Owner,” or “Contact Owner” depending on the card. If you created your card after May 9th, your card will have generated the currently correct outputs.