CRM

Edyta7510
Orientador(a)

Insert token into deal name property

resolver

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

0 Avaliação positiva
2 Solução aceitas
karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Insert token into deal name property

resolver

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:

 

karstenkoehler_0-1620306570327.png

 

(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!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

Exibir solução no post original

karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Insert token into deal name property

resolver

Hi @SChannon,

 

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

 

Best

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

Exibir solução no post original

11 Respostas 11
amei
Equipe de Produto da HubSpot
Equipe de Produto da HubSpot

Insert token into deal name property

resolver

Hi @Edyta7510,

 

This is now possible with the ability to customize the default deal name (instead of “-New Deal”) for deals created from existing contact and company records and it's now in public beta!  To get access, click on the dropdown in the upper righthand corner of HubSpot, select "Product Updates" and select "In Beta." Scroll down until you see the Beta called "Customize Default Deal Name" and click “Join Beta.” Hope that helps!

 

For more info, please visit the Knowledge Base article

0 Avaliação positiva
Edyta7510
Orientador(a)

Insert token into deal name property

resolver

This is perfect, thanks a lot @karstenkoehler 

0 Avaliação positiva
karstenkoehler
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Insert token into deal name property

resolver

Nice 🙂 Have a great weekend!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Avaliação positiva
karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Insert token into deal name property

resolver

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:

 

karstenkoehler_0-1620306570327.png

 

(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!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

SChannon
Participante

Insert token into deal name property

resolver

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!

0 Avaliação positiva
karstenkoehler
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Insert token into deal name property

resolver

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!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

SChannon
Participante

Insert token into deal name property

resolver

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?

0 Avaliação positiva
karstenkoehler
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Insert token into deal name property

resolver

Hi @SChannon,

 

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

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Avaliação positiva
SChannon
Participante

Insert token into deal name property

resolver

SChannon_0-1688748549874.png

 

0 Avaliação positiva
karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Insert token into deal name property

resolver

Hi @SChannon,

 

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

 

Best

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

SChannon
Participante

Insert token into deal name property

resolver

amazing thank you! that worked!!

0 Avaliação positiva