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
changed to: Delivered
Sep 11, 2018

Deal-based workflows have now been released out of beta and are available to all Sales Pro and Sales Enterprise portals. 

changed to: In Beta
May 11, 2018

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

changed to: Idea Submitted
Sep 20, 2017

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.

83 Replies
Occasional Contributor

I strongly support this. Its so important.

Occasional Contributor

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

New Member

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

Occasional Contributor

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

New Contributor

This would be hugely useful and save manual replication of data

HubSpot Employee

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

Regular Contributor

 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!

New Contributor

this woud be very useful to have

Occasional Contributor

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.

New Contributor

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

Occasional Contributor

This is so, so vital. There's an enormous amount of manual tracking. Please implement this.

Top Contributor

Another vote from here. Would be great to have at least the same interaction with deals as you have with contacts and companies. Any chance of letting us know is this on the roadmap and or why has it not been added as a feature yet?

Occasional Contributor

I have been looking for this feature since the first day I used Hubspot.

This will decrease the level of effort for user input and manage the data.

For example, we have a US team and Brazil team and they use different currency for deals, right now I have to create another field ‘Currency’ to be filled when creating the deals. If we can have a workflow I can automate this.

Another example, as a Manager, I want to see the sales performance for my team divided by quarter on Dashboard. However, right now I can only do this by filtering the time frame for the dashboard, which means I can only see the number for one quarter each time.

The work around now is I created another property "Sales Quarter" and based on the close date I give each deal a value. This could be easily automated if the workflow can be exntended to the deal level. 

Occasional Contributor

I already commented on this issue, but wanted to add that we'd like to use Deals for non-sales activity, such as a personalized business development pipeline and to set up a customer-centered set of workflows that are closely related to deals, but not exactly. 

 

I add this because I want Hubspot to understand that this feature on the Sales side is actually a great tool for the Marketing side and it is worth investing in. With the Sales side of Hubspot offered for free, I assume it doesn't get the same allocation of resources to build it out.

 

 

New Contributor

This is very important to us.  Please add this soon.

Top Contributor

This seems like a no-brainer. This would be sooo useful for our sales team! Please make this happen. Please. 

New Contributor

I agree and I'll add another example. We send customers a survey to complete prior to doing a demo. Having a survey completed is a Sales Pipeline stage. While under the Contact we can see that the person has completed the survey, ideally a workflow that would progress the Deal to the "Survey Completed" triggered by the notification that the survey was completed. 

Top Contributor

This is something we need as well

New Contributor | Diamond Partner

This is a must for this functionality to be valuable

Esteemed Contributor

This is a must. We need it too.