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Triggering a Workflow via a form w/ Deal Properties
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Hi everyone,
I am currently trying to trigger a workflow based on deal properties (not a deal itself). Currently, the form is housed on FormCrafts.com due to its customizability and it allows you to create/update deal properties in HubSpot.
Is it possible to make deal properties a trigger for workflows? Or would I have to make a data transfer between a contact property and a deal property?
Is it possible to make deal properties a trigger for workflows? Or would I have to make a data transfer between a contact property and a deal property?
Yes 🙂 When you create a workflow, simply pick deal-based workflow from the left sidebar:
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Is it possible to make deal properties a trigger for workflows? Or would I have to make a data transfer between a contact property and a deal property?
Yes 🙂 When you create a workflow, simply pick deal-based workflow from the left sidebar:
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer