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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
Allow Workflows to specify deal propertiesHubSpot Produkt-Team
changed to: In Beta
05-11-2018

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

Allow Workflows to specify deal propertiesHubSpot Produkt-Team
changed to: Idea Submitted
09-20-2017

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.

Allow Workflows to specify deal propertiesHubSpot Produkt-Team
changed to: Delivered
09-11-2018

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

83 Comentários
jameswindrow
Berater

I strongly support this. Its so important.

AEL
Berater

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

jenspencer
Neues Mitglied

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

trisaratops
Sachkundiger

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

GuyFoster
Mitwirkender

This would be hugely useful and save manual replication of data

Hubspot-Mitarbeiter
Hubspot-Mitarbeiter

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
Sachkundiger

 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
Mitwirkender

this woud be very useful to have

DCL
Berater

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
Mitwirkender

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