Workflow enrollment based on if they've made another deal?

Smart CRM & Sales Hub Tips, Tricks & Best Practices
1

Hello,

I am trying to create a workflow to automatically email someone who places an order with my company but doesn’t place another order after 8 months.

I have a Zapier that will automatically create a deal when someone places an order. I want to set a delay on Zapier after the deal is made to wait 8 months and then enroll the person into a workflow.

This is the part I’m struggling with, as I want the workflow to only kick in if the contact hasn’t been associated with another deal.

Is there any way to set up a trigger for this? I don’t see an option for it but I thought I would ask.

2

Hi @DValic,

I haven’t tested it out but this is what I’m thinking:

  1. Trigger: Set the workflow to trigger when a deal is marked as "Closed Won."​
  2. Delay: Add a delay of 8 months.​
  3. Check for Additional Deals: After the delay, use an “If/Then” branch to check if the associated contact has any other deals with a “Close Date” after the original deal’s close date.​
  4. Send Email: If no such deals exist, send a follow-up email to the contact.

I hope this helps.

Best,

Jess

3

Thank you! I do have a question. For the “if/then” statement, how can I make it so the branch only continues if the contact is associated with another deal? I can’t find an option for that.

4

Hi @DValic,

Here’s how I would approach this:

  1. Create a contact-based list of contacts associated to deals which have a close date less than 8 months ago AND are closed won (when creating a contact list, click “Add filter”, then change the “Filtering on” dropdown to deals to access deal properties)
  2. Create a contact-based list of contacts associated to deals which have a close date more than 8 months ago AND are closed won AND are not a member of the first list
  3. Set up a contact-based workflow
    1. Re-enroll contacts into your workflow based on membership in the second list
    2. Optional: Set unenrollment so that contacts are unenrolled when they’re associated to an open deal
    3. Add whichever actions you want after

Explanations for the above:

  • If a contact has an “old enough” won deal and no recent won one, they will enter the second list and enroll in the workflow.
  • If they purchase again, they will enter the first list, leave the second list – and after 8 months will re-enter the second list. That means that you can use the second list for **re-**enrollment. (This would not be possible if you added filters for associated deals in the workflow directly.)
  • Using those list filters, you’re not reliant on an 8 month delay in your workflow – which would be the earliest you’d see whether this is working or not.
  • The preview of the contacts who would be enrolled should tell you exactly whether you’ve set up everything correctly. You can review a handful (before turning on the workflow, you can create a list of contacts who would be enrolled via the right sidebar) and verify all looks good.

Best regards!