Create list from deal properties

[LDiaz]

Hi I've noticed that you can only create lists based on Contact and Company properties but I'd really love to be able to create lists from Deal Properties too.

[karstenkoehler · Accepted solution]

Hi @LDiaz,

You actually can! Just create an active or static contact list and search for Deal properties in the left sidebar, under Filter type. Once you select a deal property, for example Create date, HubSpot will populate the list with all contacts who are associated with at least one deal matching that Create date filter.

(It's not possible to create lists of deals at the moment.)

Hope this helps!

[karstenkoehler · Accepted solution]

Hi @LDiaz,

That's expected behavior. The list is a contact-based list and can't be used in a deal-based workflow. (... and deal-based lists don't exist in HubSpot.)

Could you explain what you're trying to achieve? All the criteria that are available under Deal properties in contact-based lists should also be available as enrollment triggers (or in if/then branches) in deal-based workflows.

Best regards!

[orangepegs]

Deal-based lists are a must.... but they're not required to trigger workflow automation, since you have the option to create Deal-based workflows. 

The limitations apply to things that don't require automation, such as email blasts. If I want to send a blast to everybody except people who purchased a certain product in the last 30 days, I'm out of luck. If I were do it as a workflow, the setup is:

• Deal-based workflow
  • Create date: Between date 1 & date 2
    and
  • Deal associated to: Line item
    • SKU contains: XYZ

The problem with this instead of using a simple list is you have to recreate this formula each time, and you can't translate well into any type of reporting.

If a workflow can trigger off of something, that something should be listable as a general rule.

[DianaGomez]

Hi @orangepegs!

Thanks for sharing!

Diana

[NHowarth]

I understand the need for a deal based list as I am trying to get a list of ALL renewal dates for all of my customers (for data cleansing) and a deal based list seems to be the best way to do it. I am totally new to Hubspot though.

[karstenkoehler · Accepted solution]

Hi @LDiaz,

So you want to create a deal-based workflow and the action of the workflow should depend on whether a contact associated with that deal is in a certain contact list – am I getting this right?

If yes, then you need to replicate the contact list criteria in the workflow. When you click Set enrollment triggers or when you add an If/then branch, you can always select Contact. This is where you replicate your list criteria. Just add the criteria again as you have previously in your contact list. (There isn't any way to reference contact lists in deal-based workflows.)

Hope this helps!

[LDiaz]

None of that makes sense. Can Hubspot just build deal based lists, that would actually solve this. Happy to jump on a zoom call with anyone there who cares enough to listen and has the ability to act.

Thanks for trying

[karstenkoehler · Accepted solution]

Hi @LDiaz,

That's expected behavior. The list is a contact-based list and can't be used in a deal-based workflow. (... and deal-based lists don't exist in HubSpot.)

Could you explain what you're trying to achieve? All the criteria that are available under Deal properties in contact-based lists should also be available as enrollment triggers (or in if/then branches) in deal-based workflows.

Best regards!

[LDiaz]

"(... and deal-based lists don't exist in HubSpot.)"

That is basically what I said earlier....

I'm trying to create an automation to bulk fill in a deal property when a member of a certain list. But 5 hours of trial and a lot of error has not got me nowhere, realising that when creating deal based workflow I can't include list membership anywhere...

[karstenkoehler · Accepted solution]

Hi @LDiaz,

You actually can! Just create an active or static contact list and search for Deal properties in the left sidebar, under Filter type. Once you select a deal property, for example Create date, HubSpot will populate the list with all contacts who are associated with at least one deal matching that Create date filter.

(It's not possible to create lists of deals at the moment.)

Hope this helps!

[Jamadio]

Has there been any update on creating deal based lists? seems like a no brainer to have it included.

[HDang0]

Deal list is still not available on HS

[LDiaz]

Okay. I see. Now when I try to create a deal based workflow I can't seem to include list membership as an enrollment trigger.

[HDang0]

exactly. Just use triggers which are fundementally filters directly on the workflows, rather than using filter in Lists. Deal list is still not available on HS