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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
Colaborador ocasional

I strongly support this. Its so important.

Colaborador ocasional

We woudl also like to have a lot more use of Deal Properties in Workflows.

Nuevo miembro

There are so many times I want to copy properties or affect changes on the deal record via workflows but I cannot. 

Colaborador habitual

This would be extremely helpful, and save a lot of manual work/time.

Nuevo colaborador

This would be hugely useful and save manual replication of data

Empleado de HubSpot
Empleado de HubSpot

Related to this, would be great to be able to modify deal properties in some automated fashion either through workflows or another way/tool. 

Colaborador habitual

 I can't tell you the number of times I've spoken with people who are trying to do something that this feature would solve!

Nuevo colaborador

this woud be very useful to have

Colaborador ocasional

This would be a huge feature update for us as well. Right now have to manually replicate deal properties to contact properties so they can be filled out in a form, then manually reenter them into the deal properties. Not very efficient.

Nuevo colaborador

So much manual tracking required right now. It leaves room for error. This is necessary!