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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件のコメント
jameswindrow
一般投稿者

I strongly support this. Its so important.

AEL
一般投稿者

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

jenspencer
新メンバー

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

trisaratops
常連投稿者

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

GuyFoster
新規投稿者

This would be hugely useful and save manual replication of data

HubSpot社員
HubSpot社員

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

kbento
常連投稿者

 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!

LauraCP
新規投稿者

this woud be very useful to have

DCL
一般投稿者

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.

alyssainitlive
新規投稿者

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