Hi,
I’ve set up a dealbased workflow that whenever a deal closes, we send an email to the primary contact of the deal. The issue im having is if there is no existing primary contact that step will error but the workflow will still continue.
I figured i could add a branch beforehand like Primary contact exist → continue, Else notify me by mail.
However there doesnt seem to be a way to check if primary contact exist on a deal. Is there a workaround for this or any other way i can achieve this? I noticed that there are ways to check if primary company exist, but not for contact.
Greatly appreciate some guidance on this.
David
Hi @DMagnusson,
There is a way to check this in a branch:
- Add AND/OR lgoic branch
- Click Add criteria
- Change ‘Filtering on’ dropdown from ‘Deal (Current Object)’ to ‘Contact’
- Select a filter for Contact properties → Record ID is known
- Once saved, you can click the “Deal is associated to: Any contact” to specify the association label
Best regards
Thank you, i’ve been looking for this for ages.
If you make a branch after your step that is resulting in an error, select “One property or action output”. Then for the trigger event, choose the Action data and the step that is resulting in the error. When you select that, you will see an option called “This action’s final success or failure state”. Then you can branch whether there is an error or not. The only thing Hubspot typically doesn’t like in their worfklow is a loop, so I would put them in a delay step where you can check until you make someone a primary contact association and then trigger based on that change. Or alternatively you might be able to make a rollup property to ensure there is a record that has a primary association label to count those if it exists or not and use that.