Workflow for Deal Stage Changes

Smart CRM & Sales Hub CRM
1

Hi,

We are looking to create a deal-based workflow with a trigger of change in deal stage. Thus, it will auto- enroll whenever the deal stage changes. We want real-time updates since the closest filter would be “updated in the last 1 day” which is not suitable for our needs.

I came aross these two previous posting requesting the same idea, any updates on this?

https://community.hubspot.com/t5/HubSpot-Ideas/Add-a-trigger-condition-quot-when-a-deal-changes-from-STAGE-A-to/idi-p/471510

https://community.hubspot.com/t5/Sales-Hub-Tools/Deal-Workflows-Help-How-to-creatively-get-around-trigger-quot-At/m-p/501536

I saw this thread by applying the similar concept but to a contact property. I will test this potential work around.

2

Hi @Alex_L,

This will do the trick:

karstenkoehler_0-1667884300423.png
karstenkoehler_0-1667884300423.png880×484 40.5 KB

HubSpot interprets ‘is known’ as ‘has changed’, too.

Best regards!

3

Is there a way to do this just for when we move a deal into Closed Won?