HubSpot Ideas

VagaeNatus

Workflow: 'Set Deal Property Value' action from within contact-based workflows

Please create the "Set Deal Property Value" in Workflow. "Set Contact Property Value" is already available but it's missing for deals.

HubSpot Updates
March 11, 2019 08:40 AM

Hi @VagaeNatus! The "Set deal property" action is not yet available in contact-based workflows, so we're leaving this post in the "In planning" stage until this feature is available in contact workflows.

November 27, 2018 06:09 AM

Hi @VagaeNatus! Yes, it will be the full set of property management workflow actions.

Re: Worflow: Set Deal Property Value - changed to: In Planning
November 16, 2018 10:35 AM

The workflows team is currently looking into making this action type available in contact-based workflows!

7 Replies
398738
Member

It would be useful to be able to utilize workflows/the copy property actions for transfer of a contact property to a deal property.  

Christian
Participant

Agreed - it's a weird missing part of the workflow tool. Right now we have to do strange setups in Salesforce to compensate for this, which is definitely not optimal.

aseeler
HubSpot Product Team

The workflows team is currently looking into making this action type available in contact-based workflows!

VagaeNatus
Key Advisor

@aseeler: are you going to bring the full suite of actions or just one? I think it makes sense to give to deals the same set as Contacts & Companies: Set, Copy, Clear, Increase.

aseeler
HubSpot Product Team

Hi @VagaeNatus! Yes, it will be the full set of property management workflow actions.

VagaeNatus
Key Advisor

@aseeler looks like this has been delivered to me. Any reason to keep it as "in planning"?

aseeler
HubSpot Product Team

Hi @VagaeNatus! The "Set deal property" action is not yet available in contact-based workflows, so we're leaving this post in the "In planning" stage until this feature is available in contact workflows.