Using contact fields in deals

Want to be able to pull Contact data (like hubspot owner) automatically into a deal and run a query to set a new field

 

For instance 

The contact has an address in a specific state.

The contact is associated with a hubspot owner - a workflow can assign the owner

The hubspot owner is part of a territory

The deal should automatically associate to the territory.

You cannot run workflows on deal properties today

 

HubSpot updates
Using contact fields in dealsCommunity Manager
changed to: New
03-31-2017

3 Replies
Community Manager
Community Manager

Hi @palves, thank you for your feedback!

While this type of action is not currently possible with the tool, we have definitely heard similar feedback from other customers regarding a will to be able to update deal properties based on the values for contact properties with a Workflow.

 

Because this is more of a product suggestion, I am going to move this topic to our Ideas board, if that is alright with you. That way, other users will be able to upvote/comment on this idea in order to demonstrate the value of such a feature to our team.

 

Thanks again for posting!

May

Community Manager
Community Manager
updated to: Idea Submitted
 
Lea
Occasional Contributor

Hi,  

 

Updating deal properties based on the values for contact properties with a Workflow is definitely something we need and we look forward to have it implemented !