Oct 30, 2017 7:26 PM
Is there a way to add functionality to assign workflows for deals? Almost everything we do is specific to the deal. To use workflows for the contacts, we would have multiples of the same task being assigned. I would love to be able to set workflows for the deals.
Solved! Go to Solution.
Nov 1, 2017 10:02 AM
Sales Professional customers can now use Workflows to:
Marketing customers can acheive the above, in addition to using Workflows for contacts, lists and internal emails.
Nov 1, 2017 5:58 PM
Hi, thanks for the update, but I dont' think this is what I am looking for- what I want to be able to do is to use a workflow to add tasks to a deal (not to a contact). From what I can see, these features would allow you to create a deal from a workflow, but not add tasks to a deal. Is this correct? Or can I use a workflow to add tasks to a deal?
Nov 2, 2017 7:07 AM
I see! At this time no, this automation function is not currently possible with HubSpot. I searched the Ideas Forum and found an existing submission that matches the goal you are describing above.
I would highly reccommend that you (and members of your team) vote for this idea: https://community.hubspot.com/t5/HubSpot-Ideas/Associate-a-Deal-to-a-Task-in-a-Workflow/idi-p/30748/...
The more votes and idea receives, the more likely it is to be implemented. It's also very important to add as much detail/context as possible. If you could comment on this idea with your own use case / goals and (if possible) examples of other products that acheive this the better our Product Management teams will be able to understand your Goal/Roadblock.
I hope this helps!
Apr 3, 2018 12:58 PM
I just wanted to check in a few months later to see if there are any changes that allow you to associate workflow tasks to deals.
If not, I'll happily contribute to the idea's forum thread.
Nov 12, 2018 3:14 PM - edited Nov 12, 2018 3:15 PM
For eCommerce companies and retailers I wanted to provide input on what I think are major limitations, almost catastrophic limitations, to the contact workflow logic and smart list segmentation logic with HubSpot.
The is a lack of ability to "ONLY" query recent deals and "ONLY" the properties associate with the recent deal. Currently HubSpot will query "ALL DEALS" associated with a contact.
As an eCommerce company this does not make any sense, and does not allow us to serve smart content, promotions, and workflows to remind customers of their previous order and get them to reorder.
The information is already captured by HubSpot in the contact and deal properties, however this information is not available as a segmentation filters for creating “lists” and “workflows”:
May 4, 2018 6:45 PM
I couldn't agree more. Given workflows are only contact based, it's not possible to process a repeat customer through workflows as their multiple deals will get mixed up.
Please add workflows specific to deals so I don't have to Frankenstein Zapier workarounds.
Sep 2, 2018 3:51 PM - edited Nov 29, 2018 11:46 PM
Sep 7, 2018 3:44 PM
We are also waiting for Deal Workflows to reach parity with contact and company workflows. Right now if I have a company property, I cannot automate any deal properties that correspond or relate to it. One example (among others), we want to automate the following workflow: If a company property = United States, the deal property "Currency" should be equal to USD (and vice versa for other currencies).
Dec 3, 2018 4:19 PM
The deals work flows do not work for our use case or any other eCommerce/retailer use case to create work flows with "only recent deal" info.
The deal work flow functionality is not on par with contact workflows.
I have HubSpot pro level services.