Workflow on most recent closed deal to update lead status

Smart CRM & Sales Hub Sales Hub Tools
1

Is there a way to build a workflow based on the “most recent” closed deal?
I want to use this workflow to update the Lead Status from an associated company to:

  • Active (sale made within 90 days)
  • Inactive - 3 months no sale
  • Inactive - 12 months no sale
    But so far I’m getting stuck as the workflow recognises every closed deal rather then the most recent deal.
    And also I get stuck with the intial workflow trigger (re-enrolments).

Screen Shot 2023-07-18 at 11.43.44 AM.png
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2

Hi @SdeJong,

You would have to rebuild this as a company-based workflow (not a deal-based workflow) that triggers re-enrollment when Recent deal close date is known. A deal-based workflow will only look at one deal. In a company-based workflow, HubSpot will check if at least one of the associated deals meets the criteria.

You would then create an if/then branch with the following branches:

  • Company associated to: Deal - Any deal - where Close date is less than 90 days ago > set to active
  • Company associated to: Deal - Any deal - where Close date is… etc

By doing that, HubSpot will check if there is any associated deal and that includes the most recent one.

I’m not sure if the differentiation active / 3 months no sale / 12 months no sale makes sense to me me however. Active covers the last 90 days. Does 3 months no sale refer to the last 91-365 days and 12 months no sale to >365 days?

Best regards

3

Thank you Karsten, yes correct. that works!