Associating deal stage and contacts

Marketing & Content Hub Lists, Lead Scoring & Workflows
1

Hello,

I’m trying to build a workflow that will set a timestamp on the contact record based on updates to deal stage.

My understanding is that the workflow will not re-enroll contacts based on changes to an associated deal. Any thoughts on a good workaround?

2

Hi @DFlach,

Have you considered creating this workflow as a deal-based workflow instead? Re-enroll deals when the deal stage changes, then use “Set property value” to set a date stamp to the associated contacts.

Best regards

3

Hey Karsten,

Thanks! Not sure why I didn’t think of that.