HubSpot Ideas

waihonger

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件のコメント
ndwilliams3
キーアドバイザー

@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
参加者

This is a must have!

Zapponi
メンバー

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

lanewhite
参加者

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
投稿者 | Elite 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.

lknight2591
参加者

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

 

 

jcnuss
参加者

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

Zapponi
メンバー

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

debra-jmxbrands
参加者

This is something we really, really need right now.

JakeH976
メンバー

Yes! Please add this feature soon. 

SeanRoyer
参加者 | Elite 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. 

ステータスに更新: In Beta
bellawu
HubSpot製品開発チーム

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

shawnfreeman
参加者

NEED this.

LindseyT
メンバー

This would be HUGE for our productivity, thank you!

npeterson
メンバー

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

winton
メンバー

100% needed

Deepesh
メンバー | Diamond Partner

Upvote for this feature!

Nboot
参加者

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!

Jennyv
メンバー | Diamond Partner

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

PBloc
メンバー

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