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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. 

HubSpot updates
83 Comentarios
valeria_glispa
Occasional Contributor

I completely agree. This is an essential functionality! 

zbelcher
Regular Contributor

I think there is a way to do this using a combination of workflows, Hubspot Webhooks, and Zapier (to make API calls to Hubspot).  Essentially set up a Hubspot webhook to trigger on a field change, have Zapier catch that webhook (to get the dealId), and then have Zapier do a GET API call to get all of the details for the deal on which the property changed.  You can then use those details to make another API call to Hubspot to update the contact associated with the deal with data from the deal.  Optionally/alternatively, If you make all of the above kick off as part of a HubSpot workflow (using the call webhook action) you could then do other things as well as part of the process.

 

In any case I agree there must be a better way to do this.  In my particular case I am trying to send internal email notifications when the close date on a deal has passed.  

HubSpot Product Team
HubSpot Product Team
Estado actualizado a: Idea Submitted

Thanks for voting for this idea! If this is something you would benefit from, please comment here with information on how you'd like to use it or email me directly at bwu@hubspot.com.

benjaminbachman
Occasional Contributor

I have a product. 

 

A customer fills out a form to show if they are interested in the big, medium or small size option. You would naturally think this would be able to be shown in the "new deal" as "ie. big".

 

Nope... only a sales rep can input that information into the deal properties.

 

Where this all breaks down is when a customer comes back frequently to fill out this deal property related data.

 

This is CRM basics. Let's get this fixed, please. 

And as a bolt on... it would also be nice to be able to move records thru deal stages by the customer's actions then natively inside of the HubSpot workflow tool.

zbelcher
Regular Contributor

It makes it even more difficult to find a workaround using Hubspot API and Zapier due to the way the closedate field stores vs. displays dates (and the difference between a datetime field and date picker.  It shoudn't be this difficult! I am close to a working solution but it involves Zapier and custom code actions to determine the number of hours difference between local and UTC time and then subtracting the appropriate number of milliseconds to ensure you are always populating the custom (deal) date field with a unix timestamp that is at midnight. 

Maggie
Visitor

I would also appreciate this option. I ran into this issue just today. I was told it is in the works but nothing happening just yet. Can not wait until it is rolled out. 

 

zbelcher
Regular Contributor

Yes - the workflow tool in relation to deals needs to be able to work like a scheduler in many ways.  We need to be able to specify criteria like (for example) if Renewal date is less than 15 days from today (a value that changes every day) then send the internal email notification to the deal's owner.  Basing everything on contacts does not make sense really.   Alternatively you could say it as for example "15 days prior to the Renewal Date send Renewal Date Notification to the Hubspot Deal Owner."  Or "if the deal close date is in the past then send expired close date notification to the Husbpot Deal Owner."  These are just a few examples to illustrate the functionality I think is badly needed.

Saganator
Asesor destacado

Our org would definitely use this feature if it was made available. Please do it!

 

Right now we have a workflow to check if a form submitter already has a Salesforce Contact, if they're in SF, it creates a new Deal (Opportunity in Salesforce), if they're not in SF it creates a Lead. Problem we have right now is, if the person has a Contact and a Deal is created, there is no way to get the "Message" field of the Form to populate the Deal Description. The "Message" field populates the Lead Description just fine, just need a way to be able to populate the the Deal Description property from the workflow.

zbelcher
Regular Contributor

Saganator - you should be able to do this with Zapier.  I was able to get close date and renewal notifications sent our using a combination of a Hubspot webhooks subscription that calls Zapier when a field on a particular deal changes, then using a series of Zaps that include API calls to Hubspot to get the deal information, and google calendar Zaps to set 5 min "events" before the date in question (close date or renewal date). 

 

davidrevis
Regular Contributor

We really need to be able to use deal fields in workflows. Please implement this.