Isolating a Deal in a Workflow Action

Marketing & Content Lists, Lead Scoring & Workflows
1

Hi there. I’ve been using HubSpot for my startup for about a year and we have about 10 overlapping audiences who all need to receieve similar but different messaging, as well as separate deals pipelines for each.

My question is with regard to automated pipeline management. Some of our contacts may have deals in more than one of our pipelines and I’m looking for a way to make an action in a workflow identify one of those deals and move just that one to the correct stage in the same pipeline. I can’t figure out how to stop the action from moving every deal associated with the contact - I only want to manipulate one of the deals associated with them using this action. The good news is, they should only have one deal in any given pipeline - but how do I get the action to manipulate just that deal, and not other deals the contact has in other pipelines?

Really appreciate any help the community can provide here! Thanks in advance.

Dave

2

Hi @DBowman,

HubSpot recently introduced a feature for this, called association labels. These association labels can be used in workflows. Let’s say you have a contact-based workflow that is executing actions on deals; you could now specify the label of the deals that this shoud affect.

This requires correct labeling of those deals first, however, for example via import.

It currently looks like HubSpot will work on embedding this label logic more deeply in the tool so it seems like a good long-term solution.

The only alternative I see is rethinking your automation from the perspective of a deal-based workflow. Here you have full control over the deals that this should affect. Sometimes this is possible, sometimes it isn’t – it depends on the exact requirements.

If you’re looking for something like a filter option for deal actions in contact-based workflows, then this unfortunately does not exist yet.

Hope this helps!