Question: Workflow for updating deal stage based on associated contact's list membership

Marketing & Content Hub Productivity Tools
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1

I need to automate updating the deal stages on one of your pipelines based on the associated contact’s static list membership.

For example:

  • Sales Rep opens Deal and sets as stage = trial link sent
  • Associated contact activates free trial and gets added to “Free trial activated” static list (this process exists and works via an API from our product to Hubspot)
  • Where I am stuck…I then need the associated deal in pipeline X, when one exists, to move to deal stage = activated.
    • Then same for if trial expired (on our existing expired expired list, update deal stage to Expired. And same for when the deal is won - (contact is added to a customer list, then update deal stage to closed won).

I cannot figure it out :(. Is this workflow possible?

Maybe I need to create activate deal lists to mirror the intent of my static contact lists? Then build a deal workflow that way?

Any input apprecaited. Thank you.

2

Hi @KKoraca,

This should be pretty straight forward if you create contact-based workflows. Enroll contacts when they enter the list, then use the “Set property value” action to update the value for “Deal stage” for the associated deal(s).

The same would work with deal-based workflows, only that you’d enroll deals associated to contacts in that list. However, when designed as a contact workflow, re-enrollment becomes an option and that can sometimes matter.

Let me know if you have any follow up questions!

3

Thank you for your quick reply! I think I was over thinking it and tryng to do all stage changes in one Workflow.

I did what you suggested and I added the enrollment trigger of contact associated to any deal + associated deal has all of Pipeline =X + Deal Stage is not won or lost. Than created individual workflows for each of the three seperate stage changes that may needed to occur.