Create a new deal from deal workflow and associated the new deal to the same company


I"m dealing with our customer success operation and automation, our goal is to create automation everytime a deal is closed from handover to next year renewal deal.
Today when i create a deal via a deal workflow, it won't associate the deal with the same company, i have the option to copy properties from the current deal, but to associate the deal to the company i cant.


It a small tweak and all will be awesome Smiley Happy


Thnk you


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

As of 12/21, creating a deal from a deal workflow now automatically associates the enrolled deal's company. 

Occasional Contributor

AwesomeSmiley Happy