How to use a deal based branch condition, on a Company enrollment trigger Workflow

Smart CRM & Sales Hub CRM
1

Hi guys, i have a company enrollment trigger workflow. what this workflow do is whenever a company property is change to a certain value, it creates a deal in certain pipeline. To create the deal i added a branch in order to check if the company all ready has a deal in this pipeline, but this condition is not working. My question is, how can i set this condition in the branch? i attach the current branch condition that isnt working

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2

Hi @garza1098,

What exactly are you expecting to happen?

Here’s what I assume you want to happen: If there is a deal in the pipeline “MX Registro Plataforma”, you don’t want to create a new deal there.

However, the branch is just checking if there is at least one deal that is not a deal in that pipeline. The branch check holds true as long as there is at least one deal not in that pipeline. You’re expecting that there isn’t any deal in that pipeline, but that’s not how HubSpot looks at this.

To work around this, you could reverse the check. Simply check whether a company has at least one deal in that pipeline (that branch could end without any actions). All companies not going down that branch but the next one or the “None met” branch would have no deal in the pipeline. In this “None met” branch, you can create the deal.

Best regards!

3

As you said, what i expect to happen is, If there is a deal in the pipeline “MX Registro Plataforma”, you don’t want to create a new deal there.

In this case the condition i attached is to create the deal, so what expect to check is: If the company has associated deals (the company might have other deals in other pipelines) and none of those deals are in the pipeline “MX Registro Plataforma”, then create the deal.

Isnt the condition i attached checking this?

4

Hi @garza1098,

As I said, the branch is only checking whether there is at least one deal not in that pipeline, not whether all deals are not in that pipeline. This logic cannot be changed. To bypass it, create a branch that checks whether there is any deal in that pipeline and make it a dead end. All companies not going down that path don’t have any deal in the pipeline.

5

Thanks it worked