CRM

jdtingay
Contributor

Updating deal name using automation - can the associated company be added?

SOLVE

I'm looking to change a deal name using automation at certain stages of a pipeline.

 

For example, once a quote has been sent to the customer, the quote number is added into a custom field and the deal moved to the next stage. I'd like to add this to the deal name but not lose the deal value and the company name.

 

Similarly, when a service line has been chosen, add this to the deal name as well - this step I can do as the service line is a custom deal property.

 

However, I can't find a way get the associated company name through to use in the automation.

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2 Accepted solutions
Bryantworks
Solution
Key Advisor

Updating deal name using automation - can the associated company be added?

SOLVE

Hey @jdtingay!  (Thanks for the tag @PamCotton )

 

To copy over the associated company name, could you have a company workflow that copys the "Name" to all deals associated with it?  Keep in mind this is via a company workflow.  Make sure reenrollment is on:

 

Image 2020-09-18 at 2.14.52 PM.png

Chris Bryant | Your Dedicated HubSpot Expert

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Bryantworks
Solution
Key Advisor

Updating deal name using automation - can the associated company be added?

SOLVE

Hey @KChelsberg, yes you would do something like the following:

Unnamed workflow - Tue Mar 30 2021 16_03_13 GMT-0400 _ HubSpot - Google Chr.. 2021-03-30 at 4.03.31 PM.jpeg

Chris Bryant | Your Dedicated HubSpot Expert

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6 Replies 6
KChelsberg
Contributor

Updating deal name using automation - can the associated company be added?

SOLVE

That worked perfectly!  Thank you.

0 Upvotes
Bryantworks
Solution
Key Advisor

Updating deal name using automation - can the associated company be added?

SOLVE

Hey @jdtingay!  (Thanks for the tag @PamCotton )

 

To copy over the associated company name, could you have a company workflow that copys the "Name" to all deals associated with it?  Keep in mind this is via a company workflow.  Make sure reenrollment is on:

 

Image 2020-09-18 at 2.14.52 PM.png

Chris Bryant | Your Dedicated HubSpot Expert
KChelsberg
Contributor

Updating deal name using automation - can the associated company be added?

SOLVE

@PamCotton, @Bryantworks@ErinStudstil@StefaniUAT

This is great, I attempted the workflow and it worked, maybe too well... Argh.  I wanted to ADD the deal id to the deal name, not replace it, so, I am curious if there is a workaround to add the Deal ID to Deal Name.  Here is a quick snapshot of my workflow, as it currently sits turned off.

Workflow Deal ID.jpg

Thanks in advance.

0 Upvotes
Bryantworks
Solution
Key Advisor

Updating deal name using automation - can the associated company be added?

SOLVE

Hey @KChelsberg, yes you would do something like the following:

Unnamed workflow - Tue Mar 30 2021 16_03_13 GMT-0400 _ HubSpot - Google Chr.. 2021-03-30 at 4.03.31 PM.jpeg

Chris Bryant | Your Dedicated HubSpot Expert
VCheung
Contributor

Updating deal name using automation - can the associated company be added?

SOLVE

Thanks Chris this worked as intended. Would be great if Hubspot could enable more customization to the fields soon.

Example : We would like to not only add company name but product line item after the name aswell but I don't think this is possible yet.

0 Upvotes
PamCotton
Community Manager
Community Manager

Updating deal name using automation - can the associated company be added?

SOLVE

Hello @jdtingay 

 

Happy Friday!

 

That's a great question, I will be adding here some top experts on this matter, @Bryantworks@ErinStudstill@StefaniUAT, would you be able to please share your thoughts on @jdtingay question about automation?

 

Thank you,

Pam

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