Adding the create a deal action to the workflow

[SGraham32]

Hello Hubspoters,
I wanted an action to create a deal from an if/else in the workflow. Please advise on how to proceed. Thanks!

[MatthewShepherd]

Hi @SGraham32 

This is possible by using the 'Create Record' action and selecting Deal after your if/then branch. 

Here's an example where I create a deal using an if/then branch if a contact is in my service area and don't create a deal if they are not: