Associate a Deal to a Task in a Workflow

When creating a Task as part of a Workflow it would be useful to be able to associate that task to a Deal.

HubSpot updates
21 Replies
Kimberly
Regular Contributor

Agreed. We need to be able to add tasks to deals- as it is, the tasks would be duplicated across any contact associated with that deal, and it really diminishes the functionality of workflows that we have to manually add tasks to deals. I would also just generally love to be able to perform workflows on deals (changing properties, moving deal stages, adding tasks).

dwtewfik
New Contributor
Also running into this same issue.I can associate workflows to contacts but not the deals, which is super frustrating. I'd love to be able to create a new deal, and for every stage a series of tasks get associated.
Oliver_Mueller
Occasional Contributor

We also create deals and task in a workflow after a contact fills out certain form. But then we have to manually associate the new task with the new deal which are created out of this workflow. would be supernice to have them already connected. 

blaxxun
Visitor

Would definitely love to see this as well. It's an annoying workaround. Thanks!

rhickman_eb
Regular Visitor

I totally thought that they just added this functionality recently, but can't seem to find it. Am I mistaken, is this still on the much needed wishlist? 

krichmond
New Contributor

Yes, this would be extremely helpful!  This is very much needed!!!

HubSpot Employee
HubSpot Employee

Posting on behalf of a HubSpot Customer:

 

One more voice here - we could really use this for our team as well.

Ask: Feature request for HubSpot to make Workflow -> auto-generate task when deal reaches stage -> and auto-associate the task with the deal that triggered the workflow.

Background: We book 75-90 events in a month, and each event needs an inbound/outbound flight, hotel, car rental, onsite contact details, etc.

Ideally, the logistics team would have a task list where they could see a summarized view of what flights, hotels, cars, and contact details they need to complete today (or this week).

Workflows are awesome in that you can trigger a task based on when a deal hits a certain stage (in our case, stage 6 = BOOK TRAVEL). Because "book travel" means 4-6 individual tasks, this means we'd currently have to manually associate a few hundred tasks to individual deals EVERY SINGLE MONTH.

Recap: HubSpot team - by helping us customers auto-associate the task with the relevant deal, workflows would be even MORE awesome!! Please help =)

brockpardo
Visitor

This needs to happen for us. We sell condos, and the developer contact is the same for every unit sold...gets confusing.

 

You'd think this would be an easy fix, given that you trigger tasks from deals via workflows (the relationship exists).

 

Even if they just added a DEAL TITLE contact token in the workflow, that would help.

Esper
New Contributor

I find it suprising that this functionality doesn't exist.

 

In our sales pipeline we have a need for our Account team to raise a quotation / invoice when a deal reaches a specific stage. We've created a workflow to raise the task but the task has no association to the specific, only the contact or company.

 

It really limits the usefulness of the system particularly if like us you have multiple deals associated with a contact or company.

kristianvoldric
New Contributor

Please implement this feature! It eliminates manual work & double work (of having to access the deal & work from there).