Shabe Logo
Shabe
DemoFeaturesPricingAboutContactResources
All How-To Guides
Deal ManagementEasy30 seconds

How to Check Deal Associations in HubSpot

Learn how to see contacts, companies, and activities associated with a deal in HubSpot. Compare navigating records with Shabe's instant association queries.

The HubSpot Way

Multiple clicks through menus and forms:

Open deal record → Scroll to Associations panel → Click to expand each section

⏱️ Takes 2-5 minutes + context switching

The Shabe Way

Just type what you need:

"Who is associated with the Acme deal?"

⚡ Instant results in seconds

Why Deal Associations Matter

Deals don't exist in isolation. Knowing associations helps you:

  • Identify stakeholders to engage
  • Understand buying committees
  • Track all touchpoints
  • Navigate complex deals

The Traditional HubSpot Way

To see deal associations:

  1. Navigate to Deals
  2. Find and open the deal record
  3. Scroll to the Associations panel
  4. Click to expand Contacts
  5. Click to expand Companies
  6. Review activities on the timeline

For a quick check, you're looking at 5+ clicks and scrolling.

The Shabe Way

Just ask:

"Who is associated with the Acme deal?"

Shabe returns:

Deal: Acme Enterprise License

Associated Contacts:
- Sarah Chen (VP Engineering) - Primary
- Mike Johnson (CTO) - Decision Maker
- Lisa Park (Procurement) - Influencer

Associated Company:
- Acme Inc (Technology, 500 employees)

Recent Activities:
- Call with Sarah Chen (2 days ago)
- Email to Mike Johnson (5 days ago)

Query Variations

"Show contacts on the BigCo deal"
"What company is the TechCorp deal linked to?"
"Show all associations for deal #12345"
"Who are the decision makers on enterprise deals?"

Related Queries

After checking associations, you might ask:

"When did we last contact the Acme deal?"
"Add John Smith to the BigCo deal"
"What stage is the TechCorp deal in?"
"Show activities on the Acme deal"

Understanding Roles

Shabe surfaces contact roles:

  • Primary Contact - main point of contact
  • Decision Maker - has final say
  • Influencer - affects the decision
  • Champion - internal advocate
  • Budget Holder - controls spending

Why Fast Association Lookups Help

Before any meeting or call, knowing associations lets you:

  • Prep effectively - know who's involved
  • Multi-thread - engage multiple stakeholders
  • Avoid blind spots - catch missing contacts
  • Coordinate - align with colleagues on same account

Get Started

Connect your HubSpot to Shabe and ask "Who is associated with the [deal name]?" to see relationships instantly.

Stop Clicking. Start Talking.

Try Shabe free for 7 days. Connect your HubSpot account and experience the difference.

Watch Demo