Add automated personalization tokens to deal name when created from the deal dashboard

AnaGut

When creating a new deal from a contact record, the deal name by automation adds the name of the contact to it. It would be ideal to have a similar feature when creating a new deal from the deals dashboard, where a setting could allow inserting some personalization tokens in the deal name by automation.

HubSpot updates
1 Reply
mcraciun
HubSpot Employee

+1. It would be great to be able to display the deal stage / deal owner in the name of the deal using personalization tokens!