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jameswindrow
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Member since ‎Feb 2, 2017
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jameswindrow on June 12, 2017
Currently I use a Workflow to round-robin all leads to my sales team. We have a substantial number of leads generated on the weekend and would like to create a workflow to have those leads assigned round-robin to another team. For example. Mon-F read more
7 upvotes
1 Reply
HubSpot Employee
June 19, 2017
Hey @jameswindrow , thanks for posting. That particular behavior would require customization beyond what is currently available within the lead r...read more
jameswindrow on February 02, 2017
I've created a custom source field for Contacts and mirrored it in Deals. The reason for this is because the Hubspot default options were too limiting and could not be edited. Now I want to map the fields so when a new deal is created from a Contact read more
233 upvotes
76 Replies
Member
October 14, 2020
here too!
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
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