Insert token into deal name property

[Edyta7510]

Hi All, 

Is it possible to insert a token in the deal name property? 

This is to facilitate that the naming convention is followed more easily. 

thanks!

Edyta

[karstenkoehler · Accepted solution]

Hi @Edyta7510,

This has been requested already in the HubSpot Ideas section of the community but is currently not supported. At the moment, a deal-based workflow would be the workaround. This workflow would enroll all deals and then set the property value of Deal name. In this step, you can use personalization tokens:

(If you want to use company or contact properties, you'd first have to copy them over using custom deal properties and contact- and company-based workflows.)

Hope this helps!

[Edyta7510]

This is perfect, thanks a lot @karstenkoehler 

[karstenkoehler]

Nice 🙂 Have a great weekend!

[karstenkoehler · Accepted solution]

Hi @Edyta7510,

This has been requested already in the HubSpot Ideas section of the community but is currently not supported. At the moment, a deal-based workflow would be the workaround. This workflow would enroll all deals and then set the property value of Deal name. In this step, you can use personalization tokens:

(If you want to use company or contact properties, you'd first have to copy them over using custom deal properties and contact- and company-based workflows.)

Hope this helps!

[SChannon]

Hi Karsten

When you say "(If you want to use company or contact properties, you'd first have to copy them over using custom deal properties and contact- and company-based workflows.)" can you explain how to do this in more detail, as this is exactly what I am trying to do - add the Company name to the deal name.

Thank you!

[karstenkoehler]

Hi @SChannon,

In workflows, there is a "Copy property value" action that lets you choose an origin and destination for copying. If you want to copy the company name, it has to be a company-based workflow.

Best regards!

[SChannon]

Apologies, still not understanding! I have created a custom deal property called "Company Name", but when trying to copy the company property of "Company Name" across to the Deal Property of "Company Name" via a company-based workflow, it doesnt give me deal property options to copy acoss to - am i doing it wrong?

[karstenkoehler]

Hi @SChannon,

Can you please share a screenshot of where you're getting stuck?

Best regards

[SChannon]

[karstenkoehler · Accepted solution]

Hi @SChannon,

You need to set the "Target object" dropdown to deal 🙂

Best

[SChannon]

amazing thank you! that worked!!