Allow Workflows to specify deal properties

Right now Workflows can only be used to create a deal with limited options i.e. name/close date/amount.

 

As such, when our customers fill up a sign up form, we aren't able to populate new deals with any information that relates to the sign up. This can only be done at the contact level. This is important to us because we need to track various properties at the deal level.

 

We'd like for workflows to be able to have an option to 'specify deal property' or have additional fields upon creating a deal. 

83 Comentarios
Asesor habitual

@Eleven11 I agree, I this would definately be a challenge with trying to update properties across contacts and companies. It's possible you could subfilters that would include or exclude deals or just update all. And vise versa, if triggered of a deal property change include or exclude contacts based on criteria.

 

For me, I would also like to see workflows be able to update deal properties based on triggers within that same deal. 

Colaborador ocasional

This is a must have!

Nuevo colaborador

This would be hugely useful, it'll save so much operational effort...

Colaborador ocasional

The only solution to this that I've found is very technically difficult (webhooks, apis, and zapier). This feature would be huge for many, many usecases.

Colaborador habitual | Partner nivel Diamond
Colaborador habitual | Partner nivel Diamond

This is now supported by the workflow tool: https://knowledge.hubspot.com/articles/kcs_article/workflows/how-can-i-create-deals-with-a-workflow

 

Note you only seem to be able to copy contact details (not company details) - so if you need to capture company details you should include a step in the workflow to first copy the company details to the contact details then create the deal.

Colaborador ocasional

This is a critical functionality currently missing from Workflows. Need the ability to create, edit, update deal properties based on triggered actions. 

 

 

Nuevo colaborador

We need to be able to update existing deal's properties... c'mon HubSpot - let's go.

Nuevo colaborador

We need to be able to update deal's properties, i don't want other tool or python codes.

Colaborador ocasional

This is something we really, really need right now.

Nuevo colaborador

Yes! Please add this feature soon. 

Colaborador ocasional | Partner nivel Diamond
Colaborador ocasional | Partner nivel Diamond

I would alove this functionality. Additionally, adding the ability to move deals automatically through the deal stages based on different properties would be helpful. 

Equipo de producto de HubSpot
Equipo de producto de HubSpot
Estado actualizado a: In Beta

Deal-based workflows are now in beta. If you'd like access, you can email me with your Hub ID at bwu@hubspot.com.  

Colaborador ocasional

NEED this.

Nuevo colaborador

This would be HUGE for our productivity, thank you!

Colaborador ocasional

@bellawu Messaged you. Please add us to the beta. This would be super helpful for us!

Nuevo colaborador

100% needed

Nuevo colaborador

Upvote for this feature!

Colaborador ocasional

Strongly support this...we need to remove a property on a deal when it's moved to "Deal Lost" column. Having a workflow do this function would be ideal...relying on salespeople not so ideal!

Nuevo colaborador

This would be extremely helpful and something that is needed across our clients. 

Nuevo colaborador

When will the deal-based workflows are released? Are you still in beta?