I have a form that the client must fill in order to advance on pipeline stages. I’d like to automatize it, triggering a workflow when the form is filled. It works, but only if is there only one deal associated within the related contact.
The form require the contact’s company name and email.
How do I automatize this process (forms > workflow > deal stage update) when there is a contact with multiple deals associated?
Hi @RLeite,
You’d have to work with a deal-based workflow here because – indeed – a contact-based workflow would update all associated deals.
In a deal-based workflow, you could specify which deals exactly you want to update in the enrollment criteria. Since you can also reference contact properties in a deal-based workflow, that’s how you would narrow down the workflow to only enroll deals associated with contacts who submitted the form.
Unfortunately, you can’t reference a contact form submission or contact list membership directly. You’d have to work with a custom property here. This custom property could be a single checkbox that you add as a hidden field to your form, populating it with a default value “Yes”. Whenever a contact submits the form, the form will write “Yes” into the field and the workflow could pick up on it.
This is what the deal-based workflow enrollment criteria could look like (with a random deal stage for illustration).
Let me know if you have any follow-up questions!
