Today it is possible to create a deal from a contact or a company workflow. But it is not possible to create a contact or a company from a deal workflow. Trying to automate as much as possible of our sales processes this sometimes accours to be an issue in my workflows.
You are free to create and set properties to deals, contacts, companies freely. So behind the scenes a lot of data can be created - copied - moved around the different properties. But to make things simple: In the contact properties there is a default property called "company name". Lets say a contact is created through a form and the contact himself fills in his/hers company name. Then it would be great if a workflow catched that and create a company based on the company name - and from there its possible to create tasks et cetera to continue. So - creating companies is therefor a obvious good thing.
I do lack some motivation to why contacts should be created by a workflow - but I found that anything is possible in hubspot doe to the flexibility in properties. So why restrict the great functions by not being able to create contacts from workflows. One example I can think of is that a deal is manually created by a sales representative - then from there I might want some basic things to simplify the representatives time by creating contacts based on properties in the deal.
At least give us the posibility and freedom to make the choice for ourselves.
I have an exciting update, we now have an active beta for creating contacts with a workflow. This will roll out to all customers over the next week or two, but if you'd like earlier access please send me a private message with your Hub ID.
Hi @geekbleek ,
At this time, we don't have plans to introduce the ability to create contacts using a workflow action.
That said, I wonder if there's still a better solution for what you're trying to accomplish, that would eliminate the need for either Zapier or a workflow. Forms has a relatively new setting that may be helpful for your use case, which ensures every submission with a unique email address creates a unique contact record (this way, one visitor can submit the form multiple times, on behalf of other people):
Always create contact for new email address: select this option to create a new contact record for every submission with a unique email address. If the email address submitted matches an existing contact record in your database, the details on the existing record will be updated.
Let me know if you have questions about this, or if it doesn't fully meet your need.
The ability to create a Company from a workflow is now live to all workflow users!
You'll see this as an option in our new, consolidated & upgraded "Create Record" action.
In follow up to FilipTHEO's question above, this action doesn't automatically deduplicate if there are companies with the same name, already in your CRM, so you may want to use filtering/branching to check if the enrolled object is already associated to a company before creating one.
Please let me know if you have questions or feedback!
Note: At this time, we don't have plans to introduce the ability to create contacts using this workflow action.
The ability to create a Company from a workflow is currently in beta! We're not currently planning to introduce the ability to create a Contact in a workflow, however.
You'll see this as an option in our Upgraded Create Record action. If you don't yet have access to this action and would like it, please send me a direct message with your hub ID.
Let me know if you have feedback : )
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