I’ve seen in the workflow that I can create a Deal and assign it to a pipeline and a stage. Is there a way for me to add a st…

I got it through the below link. If you scroll to the bottom of the page, there’s a link to ‘Hubspot Developer account’: htt…

Hi Kyle, I used Automate.io for some other integrations and discovered that I could change deal stages / pipelines. Actually…

And … there’s more … - see [Now Live] Deal-based and Ticket-based Workflows

You now have deal-based workflows, so you van change the value of the stage automatically given a certain trigger!

You are right!, This function is under the Action “SET Property Value”--> Business-->“Deal Stage”. I din’t find it before be…

Nice one, that was the solution. This function is under the Action “SET Property Value”--> Business-->“Deal Stage”

We too would like to move deals through the deal flow using a workflow. Given this is just changing a database field, and Hub…

Hello all, As I understand, this is still not available in Hubspot. We have found a workaround using an automation tool tha…

Hey Nicolas, Are you able to share the name of said ‘automation tool’? - Kyle

Because it is in the API, my understanding is that you can use other API tools like Zapier as well. Perhaps I can just write…

This would make our life a **bleep** of a lot easier as well. 99% of our customers don’t pass through a sales rep but 1% com…

The link you provided states, “Similarly, you can build a workflow to advance a deal to the next stage automatically, or crea…

I can’t find anything about this “Similarly, you can build a workflow to advance a deal to the next stage automatically” Does…

Nice, but that will move all deal of its contact. including deal outside other pipeline. What if i just want to move specifi…

Hello @Joy-EWM This will happen when a contact base workflow is created. To ensure you will take the actions based on a deal…

It is possible to create a workflow to change the deal stage when a quote is signed by a customer?

How can I change deal stages with the Workflows tool?

Smart CRM & Sales Hub CRM

PamCotton March 8, 2021, 2:20pm 30

Hello @TH1, I was able to find this option on my end while editing the quotes type workflow. Could you please provide a screenshot of what you are experiencing on your end? Thank you!

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How can I change deal stages with the Workflows tool?

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