Is there a way to make the contact in a workflow not move forward unless the call outcome of a logged call 02 has been completed?
I know you can do initial call, and the most recent updated. However, technically the workflow could make the enrolled contact move forward by looking at “the most recent updated” being call outcome for logged call 01.
I want to distinguish that it only moves forward if call 02 was logged and based off that outcome.
Hi @JNyfox, thanks for reaching out!
I’d be happy to help clarify the steps required to achieve your goal. First, let’s confirm a couple of details. Do you currently have a custom property named “call 02” in HubSpot that includes specific outcomes? Or are you looking to create a property that increments by 1 each time a call is logged, which you can then use as a trigger? Please let me know if I’m understanding your requirements correctly, or if you can provide more details about your existing properties and the steps you’ve taken so far. Screenshots would also be helpful if you have them.
Thanks,
Diana