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JakeH976
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Member since ‎Jul 25, 2017
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Jake Haneline

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waihonger on January 03, 2017
Allow Workflows to specify deal properties
Right now Workflows can only be used to create a deal with limited options i.e. name/close date/amount. As such, when our customers fill up a sign up form, we aren't able to populate new deals with any information that relates to the sign read more
Reply Idea Workflows
304 upvotes
83 Replies
RebeccaNixon
Participant
December 14, 2018 08:48
We use deal workflows to put an "auto-renew" deal in the pipleine close to the end of the customer's contract. The fact that the workflow can create ...read more
Shay on April 10, 2017
Smart Lead flows
Migrated from legacy feedback forum with 8 votes. The leadflows that exist were great however it would be fantastic if certain people could see certain leadflows from the same page i.e. a marketing qualifed lead would see a "Download this gu read more
Reply Idea Forms
112 upvotes
38 Replies
JoeMayall
HubSpot Alumni
June 03, 2020 07:35
Hi HubSpot Community, My name is Joe, I'm the Ideas Forum Manager. I just wanted to thank you for your thoughtful comments on this post - it reall...read more
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