I wanted to know the previous deal stage of the deal which is currently in any deal stages. How should I do this. I wanted to know from which deal stage the deal has moved to contract lost or delayed stage. Is there anyway to do it. If it should be done through custom property creation & workflow to automate that property. Let me know the workflow trigger & action points. I tried, but how should i set conditions for updating deal stage that is before contract lost/delayed.
Hi @mariselvi,
If you want to get this information on a per-deal basis, the easiest way is to check the property history: View a record's property history
In terms of workflows and custom properties, I’m not aware of a way to design a workflow (without custom code and working with the HubSpot API, requiring a HubSpot Operations Hub Professional or Enterprise subscription and the help of a developer) which would achieve a ‘previous stage’ property to be filled. In a lot of cases, including this one, HubSpot does not have a concept of last/next.
The specific case of “last stage stage before closed won” however, you could create a deal-based workflow that does the following:
- Enroll deals when they’re closed won
- Set up an AND/OR branch and check in the first branch whether the deal has ever been in the last stage before the closed won, in a second branch whether the deal has ever been in the second-to-last stage before the closed won etc (HubSpot checks branches from left to right)
- In each branch, use the ‘Edit record’ workflow action to log the corresponding stage in your custom property
Best regards!