HubSpot Ideas

VagaeNatus

Workflow: 'Set Deal Property Value' action from within contact-based workflows

Please create the "Set Deal Property Value" in Workflow. "Set Contact Property Value" is already available but it's missing for deals.

7件のコメント
398738
メンバー

It would be useful to be able to utilize workflows/the copy property actions for transfer of a contact property to a deal property.  

Christian
参加者

Agreed - it's a weird missing part of the workflow tool. Right now we have to do strange setups in Salesforce to compensate for this, which is definitely not optimal.

ステータスに更新: In Planning
aseeler
HubSpot製品開発チーム

The workflows team is currently looking into making this action type available in contact-based workflows!

VagaeNatus
キーアドバイザー

@aseeler: are you going to bring the full suite of actions or just one? I think it makes sense to give to deals the same set as Contacts & Companies: Set, Copy, Clear, Increase.

aseeler
HubSpot製品開発チーム

Hi @VagaeNatus! Yes, it will be the full set of property management workflow actions.

VagaeNatus
キーアドバイザー

@aseeler looks like this has been delivered to me. Any reason to keep it as "in planning"?

aseeler
HubSpot製品開発チーム

Hi @VagaeNatus! The "Set deal property" action is not yet available in contact-based workflows, so we're leaving this post in the "In planning" stage until this feature is available in contact workflows.