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

Hey,

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 スマイリー ハッピー

 

Thnk you

 

0 いいね!
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HubSpot製品開発チーム
HubSpot製品開発チーム
ステータスに更新: Delivered

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

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Awesomeスマイリー ハッピー