HubSpot Deal-Contact Association Mapper

Task

Pull open deals using @HubSpot/Search Deals and @HubSpot/Get DealName it "HubSpot/Get Deal" and call it with @HubSpot/Get Deal, then use @HubSpot/List AssociationsName it "HubSpot/List Associations" and call it with @HubSpot/List Associations to map every deal-to-contact relationship. Cross-reference with @HubSpot/Search ContactsName it "HubSpot/Search Contacts" and call it with @HubSpot/Search Contacts to identify deals with single-threaded relationships (only one contact), deals missing decision-makers, and accounts with poor stakeholder coverage. Create notes via @HubSpot/Create NoteName it "HubSpot/Create Note" and call it with @HubSpot/Create Note on deals with coverage gaps.

Example: Map all open deals over $50K and flag any that only have one contact associated. Find deals missing a VP or C-level stakeholder.

Input

The user will provide:

1. A deal filter (e.g., pipeline, stage, minimum deal amount, owner)
2. Optionally, what roles count as "key stakeholders" (default: VP+, C-level, or budget holder)
3. Optionally, minimum number of contacts expected per deal (default: 2)

Example: "Check all deals in my Enterprise pipeline over $100K. Flag any with fewer than 3 contacts or no C-level stakeholder."

Context

Why Associations Matter

Deals with only one contact are "single-threaded" — if that person leaves, changes roles, or goes dark, the deal dies. Best practice is to have multiple contacts per deal including:

• Champion: Internal advocate pushing for your solution
• Decision maker: Person with budget authority (usually VP+ or C-level)
• Evaluator: Technical or operational person assessing fit
• End user: Person who will use the product day-to-day

Mapping Strategy

1. Search HubSpot for open deals matching the user's filter
2. For each deal, list all associated contacts via List Associations
3. Pull contact details to identify roles and seniority
4. Flag deals with:
   • Only 1 associated contact (single-threaded)
   • No VP+ or C-level contact (missing decision-maker)
   • Fewer than the minimum threshold of contacts
5. For flagged deals, search for additional contacts at the same company
6. Create a note on each flagged deal documenting the coverage gap
7. Produce a pipeline-wide coverage report

What Counts as a Valid Result

• Only count contacts with a valid association to the deal, not just contacts at the same company
• Use job title to infer seniority — look for VP, Director, C-level, Head of, SVP, etc.
• If a contact has no title, flag them as "role unknown" rather than guessing
• Include the total number of contacts per deal, not just whether it meets the threshold

Output

Association Coverage Summary:

Deals Analyzed: [count] Well-Covered (3+ contacts, decision-maker present): [count] Under-Covered (below threshold): [count] Single-Threaded (1 contact only): [count] Missing Decision-Maker: [count]

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Single-Threaded Deals (Highest Risk):

| Deal | Amount | Stage | Contact | Title | Days Open | |------|--------|-------|---------|-------|-----------| | [Deal] | $X | [Stage] | [Name] | [Title] | [Days] |

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Deals Missing Decision-Maker:

| Deal | Amount | Contacts | Highest Seniority | Gap | |------|--------|----------|-------------------|-----| | [Deal] | $X | [count] | Manager | No VP+ contact |

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Well-Covered Deals:

| Deal | Amount | Contacts | Decision-Maker | Champion | |------|--------|----------|----------------|----------| | [Deal] | $X | [count] | [Name, Title] | [Name, Title] |

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Recommended Actions:

1. [Deal] ($X) — Single-threaded with [Name]. Search for additional stakeholders at [Company].
2. [Deal] ($X) — No decision-maker associated. Consider reaching out to [suggested title] at [Company].

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Notes Created: [count] coverage gap notes added to flagged deals