It would be great to have the functionality to create deals from playbooks. Meaning, a sales rep fills out a playbook collecting deal properties (so Sales Hub Enterprise level needed) although no deal currently exists and after filling out the playbook, the deal will be created automatically.
Problem today is, no deal properties can be gathered with a playbook if there is no existing deal yet.
This adds value in the sales process as reps have a more structured guideline in meetings/calls with prospects and do not have to jump back and forth between a deal object, contact object and playbook.
So the goal is to use a playbook like an internal form. With the regular froms module, no deal properties can be collected.
Hi @SBoehme! Thanks for your submission. In the next couple of months we're going to release the ability to create records from a playbook. Once this is available, a user will be able to click a button in the playbook, create a deal (or other CRM object) and return to the playbook. The created record will be automatically associated to the open record so the user will be able to complete questions linked to properties in the new record. Let me know if you have any questions!
@DMcDaniel Hi, will this make it possible for copied Deals to inherit the Playbook from the original as well? I am currently unable to figure it out as when I have copied the deal from our sales pipeline to our onboarding pipeline, it is only possible to set up workflow to inherit Properties.
Yes, we rolled this feature out in September last year!
In the Playook editor, click on "Insert" in the toolbar, then choose "Actions" and "Create a record." You can choose Deals or any other object (including custom objects).
Follow up question - are we able to use the Playbook as a standalone, or must it be associated with a contact/deal/lead etc. to be able to be used?
The idea that I think would be very useful, is if a Playbook could be used to capture information for a brand new contact that does not have any information in our CRM yet - information is captured in the Playbook - and the action is there to then create a contact, deal, or lead as appropriate with the information filled into the Playbook during the call.
It's a little unclear how this works @DMcDaniel. For example, we have a Playbook for a client that receives a lot of inbound calls. The person receiving the call creates a contact (this seems to be required to access the playbook?), then they use the Playbook for the information they need to gather from the phone call.
At the end of the call the idea is for them to save the info to the contact record, and then ideally create a new Deal, also based on the inputs.
Using your instructions above I just created a step at the end of the Playbook that says "Create Deal" but it's unclear what this will do. How can it use the info from the Playbook when that is based on Contact properties?
It would be great if there was a way to use Playbooks that was not dependent on an object already existing. Then there could be some sort of decision around what type of object/s to create from the Playbook entry. I realise this might be a challenge if the Playbook has existing properties in the fields.
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