Best way to avoid a Contact receiving duplicate emails when basing it off deals

[RRindik]

Hey!

I have a few automations that I am working on that are based on deals. Many of our contacts have multiple open deals at one time.

I am creating a workflow that sends an email out from the deal owner to the contact that is associated with that deal.

That being said, since it is the deal that is enrolled into the workflow instead of the contact, I would assume that the contact would receive 1 email per deal that meets the enrollment criteria.

I have see where HubSpot automatically dedupes contacts for email, but I am unsure if that applies in this scenario.

So the Questions:

1. Will a contact receive 1 email per deal in this situation?

2. If so, what is the best way to dedupe the list of deals based on associated contacts to keep the contact from receiving the same email multiple times?

Thank you!

[karstenkoehler]

Hi @RRindik,

If it’s a deal-based workflow, yes, HubSpot will execute the action per deal, not per contact – which would result in multiple emails.

There are two ways to avoid this:

1. Before sending the email, implement an and/or branch that checks whether the contact has received the email before / recently
2. Recreate the workflow as contact-based workflow

The first one is likely far easier to implement:

The challenge here is that this means the email will only be sent once overall.

If you want a solution where contacts can receive the email again after some wait time, you would have create an assisting contact date property. Right after the action that sends the email, you would update a date property to the current date – so that you can then add a check before sending the email again whether the contact date property value is at least, for example, 30 days ago.

Best regards!

[system]

Thank for your question it has cleared my query. I have the same question but now its being solved.