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.

HubSpot updates
Workflow: 'Set Deal Property Value' action from within contact-based workflowsHubSpot Product Team
Mar 11, 2019

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.

Workflow: 'Set Deal Property Value' action from within contact-based workflowsHubSpot Product Team
Nov 27, 2018

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

Workflow: 'Set Deal Property Value' action from within contact-based workflowsHubSpot Product Team
Re: Worflow: Set Deal Property Value - changed to: In Planning
Nov 16, 2018

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

7 Replies
398738
New Member

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
Occasional Contributor

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.

HubSpot Product Team
HubSpot Product Team
updated to: In Planning

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

VagaeNatus
Esteemed Contributor

@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.

HubSpot Product Team
HubSpot Product Team

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

VagaeNatus
Esteemed Contributor

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

HubSpot Product Team
HubSpot Product Team

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.