workflow trigger if deal properties match

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

Hello World,

I am trying to trigger a workflow on a start date property that we have for each deal. I want the workflow to trigger if another deal is entered with the same start date (customers should only have one order per start date and we need to isolate this activity and correct it). For example, customer places order on January 5th for a January 11th start date and then a day later they place another order for that same Jan 11th start date. If that happens we would trigger an email, list addition or other activity. I have tried Deal based workflows, contact based and other variations without success.

2

Hey @DRosier there’s a lot of options here, it’s hard to say the right one without chatting to you a bit more to be honest.
Off the top of my head though, could you use the “count of associated deals” contact property? IE something like:
If “count of associated deals” is greater than “1” and deal start date is equal to DATE send an email?