HubSpot Ideas

NooraT

Deal Collaborators to be used in Workflows

Currently, Deal Collaborators cannot be used in Workflows, but we would love to see this feature. We would like f.ex. to add the deal owner automatically as a deal collaborator, but this isn't yet possible.

5 Replies
MariaBPPL
Member

Yes! It would be great if we could add the deal collaborators in workflows. For example, if I automate an email for the business owner and the deal collaborator could receive it as well.

MYamada
Participant

There's quite a few threads about this, so hopefully it becomes an option soon.  The only solution I've found is importing collaborators (as of Apr 2024): https://knowledge.hubspot.com/import-and-export/set-up-your-import-file#import-collaborators

KReichert5
Member

We would love to see these feature as well. It would help us foster collaboratoin between Sales and AE teams.

MCousins6
Member

This would be very useful - we currently have custom properties (Hubspot User field type) to track other roles in deals. 

It would be nice to add those users as Collaborators. 

MBenovitz8
Member

This would be incredibly helpful - we have lead sales reps and assistant sales reps, so it would be far easier to add the assistant to the lead rep's deals automatically. This is especially true when there are new hires who need to be added to a large number of deals at once.