HubSpot Ideas

SamanthaA

Create deals through company workflow

Would like to have the feature to create deals through a company workflow so that if you have a company with no associated contacts a deal can still be made.

HubSpot Updates
Re: Create deals through company workflow - changed to: Delivered
November 16, 2018 11:04 AM

It is now possible to add the "Create a deal" action to company-based workflows! Please note that this action is only available in portals with Sales Hub Professional or Sales Hub Enterprise subscriptions.

Re: Create deals through company workflow - changed to: In Planning
November 08, 2018 02:14 PM

The team is currently working on actions to create a new deal or ticket in a company-based workflow!

3 Replies
smarcher18
Contributor

This would be hella useful for us. We track some subscription/renewal information on the Company-level and would like to create renewal deals using this functionality.

aseeler
HubSpot Product Team

The team is currently working on actions to create a new deal or ticket in a company-based workflow!

aseeler
HubSpot Product Team

It is now possible to add the "Create a deal" action to company-based workflows! Please note that this action is only available in portals with Sales Hub Professional or Sales Hub Enterprise subscriptions.