Jun 13, 2024 8:33 AM
Hi everyone,
I am currently trying to trigger a workflow based on deal properties (not a deal itself). Currently, the form is housed on FormCrafts.com due to its customizability and it allows you to create/update deal properties in HubSpot.
Is it possible to make deal properties a trigger for workflows? Or would I have to make a data transfer between a contact property and a deal property?
Thank you for any help.
Solved! Go to Solution.
Jun 13, 2024 8:37 AM
Hi @GTorres0,
Is it possible to make deal properties a trigger for workflows? Or would I have to make a data transfer between a contact property and a deal property?
Yes 🙂 When you create a workflow, simply pick deal-based workflow from the left sidebar:
Best regards!
Karsten Köhler |
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Jun 13, 2024 8:37 AM
Hi @GTorres0,
Is it possible to make deal properties a trigger for workflows? Or would I have to make a data transfer between a contact property and a deal property?
Yes 🙂 When you create a workflow, simply pick deal-based workflow from the left sidebar:
Best regards!
Karsten Köhler |
![]() | Did my post help answer your query? Help the community by marking it as a solution. |