Setting for Goals in Deal-Based Workflows

Marketing & Content Hub Lists, Lead Scoring & Workflows
, ,
1

I searched for this in the community and I didn’t see a comment to upvote so I thought I’d add one.

There currently isn’t the ability to add Goals in the settings for deal-based workflows, only contact-based workflows.

However we have a marketing automation email campaign set to send to contact based on deals that enroll in the workflow based on their deal stage. We’ve like to track as a success if that deal then moves to a closed/won deal stage after the contact associated to the deal enrolls in a workflow.

Is there any plan to incorporate Goals into Deal-Based workflows for better ROI reporting?

I’m planning on building a workaround custom report to show this but having the option to set a goal in a deal-based workflow would be WAY easier to show the success of the workflow.

Thanks!

Caroline

2

Hi @Caroline_Pretty,

This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Goals-within-Deal-based-workflows/idi-p/385144

These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand. I’d recommend commenting and upvoting.

You can also help other HubSpot users find this request more easily (and drive traction) by accepting my reply as a solution. I’d appreciate it, too.

Have a great day!