HubSpot Ideas

tiffanyayeh1

Expand token functionality with workflows

I'd like to see workflows be able to include both Contact, Deal, and Company properties, especially when they're associated with one another. Right now, you can only select one type of workflow like a Deal triggered workflow and only Deal tokens show up. However, I need to be able to send both the Deal tokens as well as the Associated Contact and Company tokens.

2 Replies
SPellicer
Member

I need this as well. I am trying to use a workflow to create a task so that when a deal closes, a property in the Company is updated.... but these associations across deals/contacts/company do not exist.  I don't want to create a new field in deals to add the company... I want to be able to link directly to the company from a deal task.  It would save a lot of time.

karien
Participant | Gold Partner

yes, i have the same problem, i want to update a property combining properties, but the association properties not availabe.