# Allow Workflows to specify deal properties

**URL:** <https://community.hubspot.com/t/allow-workflows-to-specify-deal-properties/632>\
**Category:** HubSpot Ideas\
**Tags:** workflows\
**Created:** [January 4, 2017, 2:25am UTC](https://community.hubspot.com/t/allow-workflows-to-specify-deal-properties/632 "2017-01-04T02:25:50Z")\
**Posts on this page:** 20\
**Page:** 1

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**Author:** ![waihonger](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/waihonger/32/44503_2.png) [@waihonger](https://community.hubspot.com/u/waihonger)\
**Post date:** [January 4, 2017, 2:25am UTC](https://community.hubspot.com/t/allow-workflows-to-specify-deal-properties/632/1 "2017-01-04T02:25:50Z")

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Right now Workflows can only be used to create a deal with limited options i.e. name/close date/amount.

As such, when our customers fill up a sign up form, we aren’t able to populate new deals with any information that relates to the sign up. This can only be done at the contact level. This is important to us because we need to track various properties at the deal level.

We’d like for workflows to be able to have an option to ‘specify deal property’ or have additional fields upon creating a deal.

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**Author:** ![jameswindrow](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/jameswindrow/32/78471_2.png) [@jameswindrow](https://community.hubspot.com/u/jameswindrow)\
**Post date:** [February 2, 2017, 6:09pm UTC](https://community.hubspot.com/t/allow-workflows-to-specify-deal-properties/632/2 "2017-02-02T18:09:04Z")

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I strongly support this. Its so important.

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**Author:** ![AEL](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/ael/32/59606_2.png) [@AEL](https://community.hubspot.com/u/AEL)\
**Post date:** [March 31, 2017, 11:39pm UTC](https://community.hubspot.com/t/allow-workflows-to-specify-deal-properties/632/3 "2017-03-31T23:39:24Z")

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We woudl also like to have a lot more use of Deal Properties in Workflows.

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**Author:** ![system](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/system/32/124_2.png) [@system](https://community.hubspot.com/u/system)\
**Post date:** [April 13, 2017, 10:21pm UTC](https://community.hubspot.com/t/allow-workflows-to-specify-deal-properties/632/4 "2017-04-13T22:21:39Z")

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There are so many times I want to copy properties or affect changes on the deal record via workflows but I cannot.

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**Author:** ![trisaratops](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/trisaratops/32/51680_2.png) [@trisaratops](https://community.hubspot.com/u/trisaratops)\
**Post date:** [May 3, 2017, 3:56pm UTC](https://community.hubspot.com/t/allow-workflows-to-specify-deal-properties/632/5 "2017-05-03T15:56:55Z")

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This would be extremely helpful, and save a lot of manual work/time.

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**Author:** ![GuyFoster](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/guyfoster/32/22074_2.png) [@GuyFoster](https://community.hubspot.com/u/GuyFoster)\
**Post date:** [May 9, 2017, 3:02pm UTC](https://community.hubspot.com/t/allow-workflows-to-specify-deal-properties/632/6 "2017-05-09T15:02:21Z")

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This would be hugely useful and save manual replication of data

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**Author:** ![awatling](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/awatling/32/2490_2.png) [@awatling](https://community.hubspot.com/u/awatling)\
**Post date:** [May 9, 2017, 7:43pm UTC](https://community.hubspot.com/t/allow-workflows-to-specify-deal-properties/632/7 "2017-05-09T19:43:57Z")

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Related to this, would be great to be able to modify deal properties in some automated fashion either through workflows or another way/tool.

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**Author:** ![kbento](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/kbento/32/32963_2.png) [@kbento](https://community.hubspot.com/u/kbento)\
**Post date:** [May 10, 2017, 2:59pm UTC](https://community.hubspot.com/t/allow-workflows-to-specify-deal-properties/632/8 "2017-05-10T14:59:58Z")

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I can’t tell you the number of times I’ve spoken with people who are trying to do something that this feature would solve!

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**Author:** ![LauraCP](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/lauracp/32/88643_2.png) [@LauraCP](https://community.hubspot.com/u/LauraCP)\
**Post date:** [May 10, 2017, 11:53pm UTC](https://community.hubspot.com/t/allow-workflows-to-specify-deal-properties/632/9 "2017-05-10T23:53:09Z")

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this woud be very useful to have

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**Author:** ![DCL](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/dcl/32/104913_2.png) [@DCL](https://community.hubspot.com/u/DCL)\
**Post date:** [May 17, 2017, 5:54pm UTC](https://community.hubspot.com/t/allow-workflows-to-specify-deal-properties/632/10 "2017-05-17T17:54:02Z")

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This would be a huge feature update for us as well. Right now have to manually replicate deal properties to contact properties so they can be filled out in a form, then manually reenter them into the deal properties. Not very efficient.

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**Author:** ![system](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/system/32/124_2.png) [@system](https://community.hubspot.com/u/system)\
**Post date:** [May 26, 2017, 4:53pm UTC](https://community.hubspot.com/t/allow-workflows-to-specify-deal-properties/632/11 "2017-05-26T16:53:04Z")

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So much manual tracking required right now. It leaves room for error. This is necessary!

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**Author:** ![NickRise](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/nickrise/32/1976_2.png) [@NickRise](https://community.hubspot.com/u/NickRise)\
**Post date:** [June 16, 2017, 4:45pm UTC](https://community.hubspot.com/t/allow-workflows-to-specify-deal-properties/632/12 "2017-06-16T16:45:44Z")

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This is so, so vital. There’s an enormous amount of manual tracking. Please implement this.

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**Author:** ![ernopyykko](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/ernopyykko/32/47419_2.png) [@ernopyykko](https://community.hubspot.com/u/ernopyykko)\
**Post date:** [June 19, 2017, 8:46am UTC](https://community.hubspot.com/t/allow-workflows-to-specify-deal-properties/632/13 "2017-06-19T08:46:10Z")

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Another vote from here. Would be great to have at least the same interaction with deals as you have with contacts and companies. Any chance of letting us know is this on the roadmap and or why has it not been added as a feature yet?

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**Author:** ![CTAKevin](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/ctakevin/32/30597_2.png) [@CTAKevin](https://community.hubspot.com/u/CTAKevin)\
**Post date:** [July 10, 2017, 5:46pm UTC](https://community.hubspot.com/t/allow-workflows-to-specify-deal-properties/632/14 "2017-07-10T17:46:28Z")

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I have been looking for this feature since the first day I used Hubspot.

This will decrease the level of effort for user input and manage the data.

For example, we have a US team and Brazil team and they use different currency for deals, right now I have to create another field ‘Currency’ to be filled when creating the deals. If we can have a workflow I can automate this.

Another example, as a Manager, I want to see the sales performance for my team divided by quarter on Dashboard. However, right now I can only do this by filtering the time frame for the dashboard, which means I can only see the number for one quarter each time.

The work around now is I created another property “Sales Quarter” and based on the close date I give each deal a value. This could be easily automated if the workflow can be exntended to the deal level.

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<div class="post-metadata">

**Author:** ![AEL](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/ael/32/59606_2.png) [@AEL](https://community.hubspot.com/u/AEL)\
**Post date:** [July 10, 2017, 5:55pm UTC](https://community.hubspot.com/t/allow-workflows-to-specify-deal-properties/632/15 "2017-07-10T17:55:51Z")

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I already commented on this issue, but wanted to add that we’d like to use Deals for non-sales activity, such as a personalized business development pipeline and to set up a customer-centered set of workflows that are closely related to deals, but not exactly.

I add this because I want Hubspot to understand that this feature on the Sales side is actually a great tool for the Marketing side and it is worth investing in. With the Sales side of Hubspot offered for free, I assume it doesn’t get the same allocation of resources to build it out.

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**Author:** ![AmerizonSteve](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/amerizonsteve/32/82289_2.png) [@AmerizonSteve](https://community.hubspot.com/u/AmerizonSteve)\
**Post date:** [July 12, 2017, 8:51pm UTC](https://community.hubspot.com/t/allow-workflows-to-specify-deal-properties/632/16 "2017-07-12T20:51:26Z")

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This is very important to us. Please add this soon.

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**Author:** ![Eleven11](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/eleven11/32/26988_2.png) [@Eleven11](https://community.hubspot.com/u/Eleven11)\
**Post date:** [July 14, 2017, 1:29am UTC](https://community.hubspot.com/t/allow-workflows-to-specify-deal-properties/632/17 "2017-07-14T01:29:25Z")

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This seems like a no-brainer. This would be sooo useful for our sales team! Please make this happen. Please.

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**Author:** ![TimFitspot](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/timfitspot/32/89259_2.png) [@TimFitspot](https://community.hubspot.com/u/TimFitspot)\
**Post date:** [July 20, 2017, 9:40pm UTC](https://community.hubspot.com/t/allow-workflows-to-specify-deal-properties/632/18 "2017-07-20T21:40:32Z")

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I agree and I’ll add another example. We send customers a survey to complete prior to doing a demo. Having a survey completed is a Sales Pipeline stage. While under the Contact we can see that the person has completed the survey, ideally a workflow that would progress the Deal to the “Survey Completed” triggered by the notification that the survey was completed.

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**Author:** ![troelsfeodor](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/troelsfeodor/32/58551_2.png) [@troelsfeodor](https://community.hubspot.com/u/troelsfeodor)\
**Post date:** [August 15, 2017, 2:31pm UTC](https://community.hubspot.com/t/allow-workflows-to-specify-deal-properties/632/19 "2017-08-15T14:31:07Z")

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This is something we need as well

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**Author:** ![system](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/system/32/124_2.png) [@system](https://community.hubspot.com/u/system)\
**Post date:** [August 23, 2017, 10:04pm UTC](https://community.hubspot.com/t/allow-workflows-to-specify-deal-properties/632/20 "2017-08-23T22:04:48Z")

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This is a must for this functionality to be valuable

[Next page](https://community.hubspot.com/t/allow-workflows-to-specify-deal-properties/632.md?page=2)
