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.
Deal-based workflows have now been released out of beta and are available to all Sales Pro and Sales Enterprise portals.
Deal-based workflows are now in beta. If you'd like access, you can email me with your Hub ID at email@example.com.
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 firstname.lastname@example.org.
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