I have a notification for Deals we win. Works fine with one key exception.
- Deal is created with the Deal Account name populated (e.g. ABC Corp).
- The PRIMARY CONTACT on the Deal did NOT have an Account associated with their record. That field was blank. (Seems like this should be required or automatic, or at a minimum a “Contact Account does not match Deal Account” pop-up.
- My internal Deal Won notification had the Account Name personalization field in it, but it’s from the Contact. You cannot choose the DEAL Account Name with the personalization lightning bolt picker to place in an email.
- If the Contact does not have an Account associated, despite being the primary on the Deal, there is no data to populate the emanil. It seems one can only extract the Account Name value from the Contact, NOT the Deal that was won. Odd omission since it’s a Deal workflow and Deal notification.
Ok, fair enough. I’ll just create an automation that populates the Contact Account field value when a new Deal is created by copying the Account Name on the Deal to the Contact. No bueno. Cannot be done. Not available in any of the automations.
What am I missing? Why are Deal account names and Contact account names separate records, particularly when the Primary Contact on the Deal is obviously from the same Account? Why can’t they be reconciled? Shouldn’t one be able to ensure the integrity of those two important values?