HubSpot Ideas

OmriNegri

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 🙂

 

Thnk you

 

HubSpot Updates
Re: Create a new deal from deal workflow and associated the new deal to the same company - changed to: Delivered
January 02, 2019 08:20 AM

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

2 Replies
bellawu
HubSpot Product Team

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

OmriNegri
Member

Awesome:)