Lists, Lead Scoring & Workflows

SGraham32
Member

Adding the create a deal action to the workflow

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

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MatthewShepherd
HubSpot Moderator
HubSpot Moderator

Adding the create a deal action to the workflow

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:

MatthewShepherd_1-1642419939893.png

 

MatthewShepherd_2-1642420025481.png

 

 


Matthew Shepherd

Senior Inbound Consultant

Professional Services | HubSpot

He/Him

linkedin.com/in/matthewshepherd/
https://www.hubspot.com/services/professional