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 Commentaires
Conseiller régulier

@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. 

Contributeur occasionnel

This is a must have!

Nouveau contributeur

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

Contributeur occasionnel

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.

Regular Contributor | Diamond Partner
Regular Contributor | Diamond Partner

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.

Contributeur occasionnel

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

 

 

Nouveau contributeur

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

Nouveau contributeur

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

Contributeur occasionnel

This is something we really, really need right now.

Nouveau contributeur

Yes! Please add this feature soon. 

Occasional Contributor | Diamond Partner
Occasional Contributor | Diamond Partner

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

Équipe de développement de HubSpot
Équipe de développement de HubSpot
Statut mis à jour : 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.  

Contributeur occasionnel

NEED this.

Nouveau contributeur

This would be HUGE for our productivity, thank you!

Contributeur occasionnel

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

Nouveau contributeur

100% needed

Nouveau contributeur

Upvote for this feature!

Contributeur occasionnel

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!

Nouveau contributeur

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

Nouveau contributeur

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