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arubin
HubSpot Employee
HubSpot Employee
Member since ‎Nov 2, 2017
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Adam Rubin

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lalexander on February 11, 2019
Customize default deal name
Hey team! It would be great if it were possible to customize the default deal name. When creating a new deal from a contact/company record, for example, some customers may want to automatically pull in both the contact and the associated company's read more
Reply Idea Deals
205 upvotes
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arubin
HubSpot Employee
April 08, 2021
If you have access to workflows (Professional or Enterprise), you can create workflow like mentioned above. Here is an example where I wanted to hav...read more
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