topic Workflow get stuck when copying Contact information to Deal information in Data Hub

Workflow get stuck when copying Contact information to Deal information

MDorobantu — Thu, 22 Aug 2024 15:38:59 GMT

Hello community!

I have some troubles with one of my workflows and I can see that it is a common thing, but I can't figure it myself.

I have a workflow that creates a Deal whenever a new contact is created through form submission, but after the deal is created, further information is not copied to the deal. I mention that the data field are of the same type.

I have a screenshot right here.

Re: Workflow get stuck when copying Contact information to Deal information

karstenkoehler — Thu, 22 Aug 2024 15:45:42 GMT

Hi @MDorobantu,

Unless you're setting up reenrollment in your workflow, workflows will only execute once. Your copy action is not a permanent sync, it's one-off.

If you want to push each change of the contact country into the associated deals, you would need a separate contact based workflow:

Reenroll contacts based on 'When Filter criteria is met' - 'Country/Region is known AND Number of associated deals is known' (reenrollment enableb for both)
Copy property value from contact to deal

Best regards!

Re: Workflow get stuck when copying Contact information to Deal information

MDorobantu — Thu, 22 Aug 2024 15:49:58 GMT

Hi, @karstenkoehler !

Thank you for your answer but this does not help.

The workflow itself it is much more complicated and there are more fields that need to be copied.

Why do I get an error to all these copy information steps?

I also get later in the Wrokflow and error when it is supposed to assign the deal to the same owner as the contact.

Do you have any idea?

Re: Workflow get stuck when copying Contact information to Deal information

karstenkoehler — Thu, 22 Aug 2024 16:18:16 GMT

@MDorobantu I would have to see the full workflow to be able to spot the issue.

But, still, if you want to copy field values, you would have to do so like I explained in my previous answer. If you have more fields, you'd have to adjust enrollment accordingly (add more fiels using the OR operator in the enrollment criteria) or set up one workflow per field. Alternatively, look into sync properties: https://knowledge.hubspot.com/properties/create-sync-properties

But, as I said, as part of your big workflow, your not setting up a permanent sync between contact and deal, you're just copying once at the time of execution of the action. It's expected behavior that later changes on the contact do not carry over to the deal if you set it up like you currently have.