• Créditos da HubSpot: Desbloqueie ferramentas poderosas para o crescimento

    Dúvidas?

Deal ID tag needed for workflow creation

LMillán
Participante

We are currently creating a workflow in order to massively change the deal owners of many contacts so they are the same as the task owner in those deals, but we are encountering one problem: when a contact has more than one deal, the workflow changes the deal owner of all the deals existing, and we just need to change one of them. 

We would like to have a deal ID tag so we can use it on our workflows and just change one of the deals of the contact instead of all of them.

0 Avaliação positiva
1 Solução aceita
deepikaverma
Solução
Orientador(a) | Parceiro
Orientador(a) | Parceiro

Hi @LMillán ,


If you have less number of such deals, then u can make use of association labels , these lable helps in distiguishing the deals. However, as of now these label assignment cann't be done automatically.

deepikaverma_0-1669292288352.png

https://community.hubspot.com/t5/HubSpot-Ideas/Set-Association-Labels-On-Records-via-a-Workflow/idi-...

Thanks!

Exibir solução no post original

3 Respostas 3
LMillán
Participante

Ok but, how can we associate the tasks with their corresponding deals? Is there any way as of today?

0 Avaliação positiva
deepikaverma
Orientador(a) | Parceiro
Orientador(a) | Parceiro

Ideally your task owner and contact owner would be same.

0 Avaliação positiva
deepikaverma
Solução
Orientador(a) | Parceiro
Orientador(a) | Parceiro

Hi @LMillán ,


If you have less number of such deals, then u can make use of association labels , these lable helps in distiguishing the deals. However, as of now these label assignment cann't be done automatically.

deepikaverma_0-1669292288352.png

https://community.hubspot.com/t5/HubSpot-Ideas/Set-Association-Labels-On-Records-via-a-Workflow/idi-...

Thanks!