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DCL
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Member since ‎Dec 23, 2016
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DCL on May 15, 2017
Hubspot Team, Would be great to be able to clone Deal Pipelines or have Deal Pipeline templates as many of our pipelines are similar and now we are manually reacreating pipelines that are simlar or identiacal to other pipeleines. Thanks, read more
168 upvotes
69 Replies
Contributor
July 04, 2022
plz bring this!!!
DCL on May 15, 2017
Hubspot Team, Would be great to be able to clone Deal Pipelines or have Deal Pipeline templates as many of our pipelines are similar and now we are manually reacreating pipelines that are simlar or identiacal to other pipeleines. Thanks, read more
168 upvotes
69 Replies
Contributor
July 04, 2022
plz bring this!!!
waihonger on January 03, 2017
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
305 upvotes
83 Replies
Participant
December 14, 2018
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
willcurran on April 16, 2017
We should be able to have people fill in CRM Deal fields on forms.
31 upvotes
16 Replies
Member
August 02, 2020
Totally agree! Use Case Example Looking to use workflows to create a form that includes deal properties. Workflow trigger is based on a de...read more
DCL on May 15, 2017
Hubspot Team, Would be great to be able to clone Deal Pipelines or have Deal Pipeline templates as many of our pipelines are similar and now we are manually reacreating pipelines that are simlar or identiacal to other pipeleines. Thanks, read more
168 upvotes
69 Replies
Contributor
July 04, 2022
plz bring this!!!
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