Use Workflow to Update Deals

It would be GREAT! if HubSpot could extend the Workflows capability to update Deals. Currently, you can use workflow to create or assign a deal... but not update one.

 

Example:

If Deal is marked as Lost

Than Set Deal Lost date to X.

 

Many use cases here automatically updating deals if it were possible.

 

Thanks,

 

 

HubSpot updates
Use Workflow to Update DealsHubSpot Product Team
changed to: Delivered
11-08-2018

Deal-based workflows are now live and are available to Sales Hub Professional and Enterprise customers! You can set specific triggers to enroll deals into the workflow and then add actions that will update the deals' properties. Please see this article from our Knowledge Base for more information about deal-based workflows. 

2 Replies
HubSpot Employee
HubSpot Employee

This would be an amazing feature and would love to hear from HubSpot if this is something being worked on. I know they've said that workflows, being contact-based, just can't update deals and only create them, but I'm hoping they can figure something out eventually.

HubSpot Product Team
HubSpot Product Team
updated to: Delivered

Deal-based workflows are now live and are available to Sales Hub Professional and Enterprise customers! You can set specific triggers to enroll deals into the workflow and then add actions that will update the deals' properties. Please see this article from our Knowledge Base for more information about deal-based workflows.