How Do I Create a New Sold to Account and Associate a Deal?
If the Sold-To account does not yet exist, first create the Sold-To record from the Sold-To object in HubSpot, ensuring all required account name, account ID, city and state are completed, and then create a new deal and associate this Sold-To record to the deal from the right-hand associations panel.
Alternatively, if you are already working from a deal—for example, when a new opportunity is logged before the Sold-To account is finalized—you can create the Sold-To directly from the deal record by selecting “Add” or “Create new” under the Sold-To association, entering the account details, and saving the new record.