Creating a new deal - auto fill with deal name

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Occasional Contributor

When creating a deal - it would be great to have an automated naming convention

 

This not only saves time at the creation of the deal - but also allows for integrated quoting programs to draw from that name and have an automated quote naming convention.

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Does this post help you? If so, then help others by accepting it as a solution.

 

Q: Can HubSpot create a new deal and auto fill with deal name?

 

Short A: Yes.

 

Longer A:

This is a fairly basic automation feature available via Workflows and fully customizable to meet your unique needs.

  

Does that help solve your question?

Best,
Frank

 


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Hope that helps.

 

Be well,
Frank


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This is not possible outside of Workflows.  I want to be able to do it from a manual create a deal.

 

Contact:  Bob Johnson

Company:  ABC Company

 

Go to the contact and open a deal.

 

Deal name is already populated with "ABC Company deal".  Pipedrive does this