Simple workflow that is turning into anything but!

Smart CRM & Sales Hub Dashboards & Reporting
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I’m trying to create a workflow that automatically assigns a customer category to newly created companies based on employee size. “SME” if they have less than 1000, “Mid” if they have 1000-10000, and “XL” if they have over 10,000.

I have two issues. Firstly when I create a new company the workflow doesn’t appear to work, and it’s only if I amend the number and save, that the categoty updates. Second, the categories don’t appear to obey the rules I have created.

I’d appreciate any help, as it seems straightforward, but I cannot get it to work.

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Hi @PSproston,

Can you please share a screenshot of your workflow?

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workflow.png
workflow.png1443×864 82 KB

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And the if/then branch opened up

Screenshot 2023-05-18 at 14.33.14.png
Screenshot 2023-05-18 at 14.33.14.png403×502 35.3 KB

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Hi @PSproston,

Thank you for sharing your screenshots. Could you give an example of a company, which Number of employees does it have, which result did you see?

When clicking Details in the top left corner of the workflow, you can access the Action log of the workflow. How did that company go through the workflow?

@PSproston wrote:

Firstly when I create a new company the workflow doesn’t appear to work, and it’s only if I amend the number and save

Can you specify what exactly you’re doing here? Are you specifying a value for Number of employees upon record creation? Are you maybe checking the result too soon? Sometimes workflows need a moment.

Have you enabled re-enrollment for Number of employees is known?

Best regards

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Hi @karstenkoehler
I think I have solved it with your help. On test, it worked, but when I created a new company, the workflow didn’t appear to autocomplete the category. I had to create the new company, change the employee numbers, and save, and the workflow then updated the category label.

Loking at the actionn log, I can see that it was completing the workflow, it just wasnt visible in the side panel (for some reason). If I leave that screen and then go back, the data is correct.
I dont know why I can’t see the field completed at that stage, but thats a problem for another day!
Thanks for your help!

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Hi @PSproston,

Just to confirm that’s maybe obvious to me: Are you refreshing the contact record? HubSpot does not automatically update information in tabs, you have to refresh them.

Best regards