[Now Live] Set Custom Properties when Creating a Deal in Workflows

What is it?
The ability to set or copy additional deal properties when creating a deal through Workflows.

Why does it matter?
In the past, you could only set the default deal properties when creating deals in Workflows. Other properties, including required properties, could not be set. This meant that you would have to manually populate information after the deal was created. Now, if you create deals automatically from a form submission, you can copy that information from the form into the deal without that manual step.

How does it work?
When you add an action to create a deal through workflows, you will see new options to “Set another deal property” and “Copy contact property to deal property.”

DEALS1.png
“Set another deal property” allows you to choose any additional deal properties you’d like to set, and then what value you’d like to set them to for all the deals created through the workflow.

DEALS2.png

“Copy contact property to deal property” allows you to set additional deal properties by copying them from contact properties.

DEALS3.png

Who gets it?
This update is available to HubSpot Sales Professional users and grandfathered Marketing Professional and Enterprise users.

Languages?
All languages supported by HubSpot.

Topics: Ecommerce, shopify, Marketing - All Updates, Marketing - Featured Updates, Featured Updates, All Updates

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