topic Workflow to make an announcement when a new deal is won in Sales Hub Tools

Workflow to make an announcement when a new deal is won

TLovering — Tue, 09 May 2023 15:20:41 GMT

I'm looking to set up a workflow that genreates a Slack message (or email) when the Deal Stage is changed to Closed Won. Here's what I've set up, but it doesn't seem to work.

Re: Workflow to make an announcement when a new deal is won

jolle — Tue, 09 May 2023 15:24:31 GMT

Hey @TLovering, thanks for reaching out!

Can you share more information about how it's not working? I'm not sure this is enough information to troubleshoot the issue.

If you have multiple deal pipelines, make sure you have the appropriate one selected for the workflow.

You can also check out the workflow details to see the enrollment history and action logs (more info in this HubSpot Knowledge Base article). That's a great resource to review the executed actions and identify errors.

Happy to share additional thoughts if you can walk us through what's not working and what you've tried already! Thanks!

Re: Workflow to make an announcement when a new deal is won

TLovering — Tue, 09 May 2023 15:27:53 GMT

Hi Jacob, thanks for the quick reply. It turns out it is working, and I was just being impatient. It looks like there was about a 20 minute delay from changing the deal state to the message appearing in Slack. Doh!

Re: Workflow to make an announcement when a new deal is won

jolle — Tue, 09 May 2023 15:36:16 GMT

Love to hear it!!