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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 Replies
ndwilliams3
Regular Advisor

@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. 

Thefunnelmaster
Occasional Contributor

This is a must have!

Zapponi
New Contributor

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

lanewhite
Occasional Contributor

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.

romi
Regular Contributor

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.

lknight2591
Occasional Contributor

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

 

 

jcnuss
Occasional Contributor

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

Zapponi
New Contributor

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

debra-jmxbrands
Occasional Contributor

This is something we really, really need right now.

JakeH976
New Contributor

Yes! Please add this feature soon.