@hansenhunt I think the challenge with using workflows to edit deal properties after a deal is created is that there could be multiple deals. There isn’t a reliable way for the workflow to know which deal record to update and which ones not to update. A contact may be 3 open deals.
@Eleven11 I agree, I this would definately be a challenge with trying to update properties across contacts and companies. It’s possible you could subfilters that would include or exclude deals or just update all. And vise versa, if triggered of a deal property change include or exclude contacts based on criteria.
For me, I would also like to see workflows be able to update deal properties based on triggers within that same deal.
This is a must have!
This would be hugely useful, it’ll save so much operational effort…
The only solution to this that I’ve found is very technically difficult (webhooks, apis, and zapier). This feature would be huge for many, many usecases.
This is now supported by the workflow tool: https://knowledge.hubspot.com/articles/kcs_article/workflows/how-can-i-create-deals-with-a-workflow
Note you only seem to be able to copy contact details (not company details) - so if you need to capture company details you should include a step in the workflow to first copy the company details to the contact details then create the deal.
This is a critical functionality currently missing from Workflows. Need the ability to create, edit, update deal properties based on triggered actions.
We need to be able to update existing deal’s properties… c’mon HubSpot - let’s go.
We need to be able to update deal’s properties, i don’t want other tool or python codes.
This is something we really, really need right now.
Yes! Please add this feature soon.
I would alove this functionality. Additionally, adding the ability to move deals automatically through the deal stages based on different properties would be helpful.
Deal-based workflows are now in beta. If you’d like access, you can email me with your Hub ID at bwu@hubspot.com.
NEED this.
This would be HUGE for our productivity, thank you!
@bellawu Messaged you. Please add us to the beta. This would be super helpful for us!
100% needed
Upvote for this feature!
Strongly support this…we need to remove a property on a deal when it’s moved to “Deal Lost” column. Having a workflow do this function would be ideal…relying on salespeople not so ideal!
This would be extremely helpful and something that is needed across our clients.