Hi All, Is it possible to insert a token in the deal name property? This is to facilitate that the naming convention is fol…

Hi @Edyta7510 , This has been requested already in the HubSpot Ideas section of the community but is currently not supported.…

Hi @SChannon , You need to set the “Target object” dropdown to deal :slightly_smiling_face: Best

Hi Karsten When you say “(If you want to use company or contact properties, you’d first have to copy them over using custom …

Hi @SChannon , In workflows, there is a “Copy property value” action that lets you choose an origin and destination for copyi…

Apologies, still not understanding! I have created a custom deal property called “Company Name”, but when trying to copy the …

Hi @SChannon , Can you please share a screenshot of where you’re getting stuck? Best regards

amazing thank you! that worked!!

This is perfect, thanks a lot @karstenkoehler

Nice :slightly_smiling_face: Have a great weekend!

Hi @Edyta7510 , This is now possible with the ability to customize the default deal name (instead of “-New Deal”) for deals c…

Insert token into deal name property

karstenkoehler July 7, 2023, 5:39pm 8

You need to set the “Target object” dropdown to deal

Best

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