Customizing deal cards
SOLVEHello,
I've been trying to find a way how to go beyond the "standard" customization of deal cards - for various internal reasons, we'll need to show amount from product line item on the card. (it's always one product line per deal for us).
I don't want the team to oblige to enter this manually in the deal name.
The options to edit cards as below are very limited though.
Any known tricks?
Thanks!
2 Accepted solutions
Customizing deal cards
SOLVEHi @Edyta7510,
This is unfortunately a limitation of HubSpot. You could get creative with a workflow like the one I drafted below:
This would have the obvious issue that repeated enrollment would result in deals name like "New Deal with ACME (1000€)", then "New Deal with ACME (1000€) (1500€)", then "New Deal with ACME (1000€) (1500€) (2000€)". However, if you can find another way to assemble the Deal name without relying on the Deal name itself, you could make this work.
This depends on your deal naming convention. If it includes the company name, you could copy the company object's name into a custom deal property called Company name. You could then "re-assemble" the deal name anew evertime the amount is updated, by concatenating Company Name and Deal amount.
Hope this helps!
| Karsten Köhler |
 | Did my post help answer your query? Help the community by marking it as a solution. |
Customizing deal cards
SOLVEHi @Edyta7510,
I don't know of any ways to enforce a naming convention for manually created deals but yes, once a deal name is known, you could enroll a deal in a deal-based workflow to overwrite whatever name was chosen, following the same logic from my earlier reply.
You would then re-enroll the deal into the naming workflow whenever one of the building blocks of the name is changed (all deal properties used as tokens in the Deal name would be enrollment criteria, "is known", and used for re-enrollment). This would ensure that updates to company name, product and billing period are always reflected in the name.
Keep in mind that you can only use deal properties as tokens. The company name for example would have to be copied from a company property into a custom deal property first, as I mentioned in my first post.
Hope this helps!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
Customizing deal cards
SOLVENice, have a great day, @Edyta7510!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
Customizing deal cards
SOLVECustomizing deal cards
SOLVEHi @Edyta7510,
I don't know of any ways to enforce a naming convention for manually created deals but yes, once a deal name is known, you could enroll a deal in a deal-based workflow to overwrite whatever name was chosen, following the same logic from my earlier reply.
You would then re-enroll the deal into the naming workflow whenever one of the building blocks of the name is changed (all deal properties used as tokens in the Deal name would be enrollment criteria, "is known", and used for re-enrollment). This would ensure that updates to company name, product and billing period are always reflected in the name.
Keep in mind that you can only use deal properties as tokens. The company name for example would have to be copied from a company property into a custom deal property first, as I mentioned in my first post.
Hope this helps!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
Customizing deal cards
SOLVEHi @Edyta7510,
This is unfortunately a limitation of HubSpot. You could get creative with a workflow like the one I drafted below:
This would have the obvious issue that repeated enrollment would result in deals name like "New Deal with ACME (1000€)", then "New Deal with ACME (1000€) (1500€)", then "New Deal with ACME (1000€) (1500€) (2000€)". However, if you can find another way to assemble the Deal name without relying on the Deal name itself, you could make this work.
This depends on your deal naming convention. If it includes the company name, you could copy the company object's name into a custom deal property called Company name. You could then "re-assemble" the deal name anew evertime the amount is updated, by concatenating Company Name and Deal amount.
Hope this helps!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
