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.
@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.
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.
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.
This is a critical functionality currently missing from Workflows. Need the ability to create, edit, update deal properties based on triggered actions.
I would alove this functionality. Additionally, adding the ability to move deals automatically through the deal stages based on different properties would be helpful.
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!
