Build workflows around deal attributes

I'd like to be able to create workflows around deals, independent of contacts. For instance, if a deal is nearing the close date which is projected as part of the deal attributes, I'd like to trigger a workflow to notify the rep that the planned close date is nearing.

 

currently it appears that it's possible to hack this as long as a contact is associated with a deal, HOWEVER, the deal close date which one can access through workflows turns out to be a field which is only available once a deal has been marked closed.

 

bottom line, there are a number of functions for account, territory and deal management which are independent of contacts and the workflow restrictions substantially limit the utility of the tool

HubSpot updates
Build workflows around deal attributesHubSpot Product Team
Nov 9, 2018

You're very welcome, @EdBMarsh! Hope you have a great weekend as well Smiley Happy

Build workflows around deal attributesHubSpot Product Team
changed to: Delivered
Nov 9, 2018

It is now possible to create deal-based workflows with a Sales Hub Professional or Sales Hub Enterprise subscription! Please see this article from our Knowledge Base for further information about building deal-based workflows.

3 Replies
HubSpot Product Team
HubSpot Product Team
updated to: Delivered

It is now possible to create deal-based workflows with a Sales Hub Professional or Sales Hub Enterprise subscription! Please see this article from our Knowledge Base for further information about building deal-based workflows.

EdBMarsh
Occasional Contributor

thanks @aseeler! have a good weekend

HubSpot Product Team
HubSpot Product Team

You're very welcome, @EdBMarsh! Hope you have a great weekend as well Smiley Happy