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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
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
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
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