Workflow conditions to not send an email

Marketing & Content Hub Content Strategy & SEO
1

Hello,

I have a situation with a workflow that will send an email out that is unnecessary. Example, someone has multiple deals open, but chooses to sign only one. I have a followup workflow that will trigger an email to be sent to them reminding them about the open deal. This is great, but if they sign even just one of the deals, we do not want them to get a reminder about the other deals they did not sign. Is there a way to have a criteria set up to not go forward with the workflow if ANY deal is closed won?

2

Hi @DarbyD,

A simple way to achieve this would be implementing an if/then branch before the automated email send that checks whether the contact / company is associated to any deal that is open or closed won. If so, do nothing. If not, send the automated email.

If you currently have a deal-based workflow, you’ll have to recreate it as company- or contact-based for this.

Best regards!