You didn't miss anything. While it seems like an obvious option to have, it's not available in that dropdown.
If you want to use the company name in tasks created from deal-workflows, you first need to create a single-line text field on the deal record to store the company name and then create a workflow that copies the company name from company to deal record:
Let me know if you have any follow-up questions!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
You didn't miss anything. While it seems like an obvious option to have, it's not available in that dropdown.
If you want to use the company name in tasks created from deal-workflows, you first need to create a single-line text field on the deal record to store the company name and then create a workflow that copies the company name from company to deal record:
Let me know if you have any follow-up questions!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer