I need to move a Deal triggered by a Ticket moving into a specific stage in its pipeline. I’ve routed this in Workflows, but the workflow is triggering all deals associated to move, instead of the specific one I need. Would this be solved with a Deal-based Workflow? Right now I’ve built out a Ticket one.
Hi @KMerrow,
It’s hard to tell without having more details but yes, generally you’re on the right track. If your workflow is not based on the object that you want to change, then HubSpot will always make that change to all associated records. Taking your example, a ticket-based workflow will update all associated deals. This cannot be changed. HubSpot does not let you pick a specific deal in this scenario.
You can however usually flip the approach. In a deal-based workflow, you can narrow down which deals you want to change. The added criterion here is that the deal is associated with a least one ticket that matches certain criteria.
If you get stuck, feel free to share a screenshot of your workflow and what exactly you want to accomplish.
Hope this helps!