Lists, Lead Scoring & Workflows

SGraham32
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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
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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

Freelance HubSpot Consultant
CRM Consultant | SEO Specialist

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