Tracking previous deal stage

[PMenkar1]

Hey all,

I am trying to track the previous deal stage in HubSpot. Recently HS released an update to track properties changes on object. So for my purpose I have started tracking properties changes for deal stages.

It looks like this on custom events

Deal: Deal Stage changed>

Table

Deal Name

Completion date

Previous value

Value

Updated by user ID

So I am trying to create a workflow to update the custom property (on deal object) which will store the "Previous value" from above table. I am facing issue where workflow does not recognises the previous value and pass it on to my custom property as blank or empty value. I know deal stages have internal value, but even that is not copied via workflow. Is there something miss from my end on the workflow. The "Previous value" is enumeration property and custom property is single line text.

Workflow trigger is "Deal stage changed from custom events", next step on the WF is edit record on deal, property to edit is custom property and value to be copied is "Previous value" from custom events.

[MHolzer]

@PMenkar1 
Maybe a stupid take from me, but can't u just create a custom property "deal stage copy/backup"
and then at start set this value with the value of the stage when it is set and if the stage changes you copy it over? you can have a counter which goes up set at the start and then filter by this counter to when the deal stage changes again to counteract just overwriting the same property and to ensure having the previous value in there?

Or is this question regarding the source of the property value change? and branching/filtering by that?

i tinkered around with some custom code to get the source of the property value change but this seems overkill

maybe you can elaborate a bit more on the exact workflow/outcome you want to have? 🙂

[PMenkar1]

hey @MHolzer , thank you for responding and taking keen interest in the troubleshooting.

My goal -  Map the last previous stage from the actual current stage of the deal.

Use case - If the above happens I can put it right into the reports to show from where deal is right now before its current state. Obvious would be if a deal is lost, from what stage it fell? We can analyse that particular deal more thoroughly.

From past year I am trying to capture the previous deal stage without luck, but HubSpot updated the custom events with property change tracking, this was right on the spot for my use case, now I can copy previous value to deal property using a simple trigger based copy paste workflow( at least that was I thinking.)

But my workflow is not able to copy-paste value from custom-events to deal property(you can check my previous replies with the screen shot)

There is now literally an option to copy to object property but for some reason I am not able to figure how to do that

[danmoyle]

@PMenkar1 I chatted with a colleague (Steve Trapp) and here's what he suggests: 

Create a current stage property to copy deal stage as of now (in the example below I made TEST Current Stage). Set another workflow to check if date entered Deal stage is less than 1 day ago as the trigger. If enrolled, copy current stage to previous stage, next step delay for 5 minutes, then copy the deal stage to current stage.

Hopefully that helps! 

[danmoyle · Accepted solution]

@PMenkar1 I had the workflow a little off in my comment above (and I can't seem to edit it). Here's a more accurate representation of what should help: 

[PMenkar1]

@danmoyle this is actually cool😁. I think this should work by the looks of this

[danmoyle]

Terrific! Happy to help, @kennedyp, and of course to give credit to Steve Trapp. I'm surrounded by smart people at Impulse Creative! 

[PMenkar1]

here is screenshot of workflowworkflow based on custom event - Deal stage change

[kennedyp]

Hi @PMenkar1! Thank you for your post. I understand your custom event value is not being copied via workflow as expected. Sharing some screenshots of your event and workflow setup can be useful in troubleshooting! 

Hey @danmoyle, @johnelmer, @beeginman -- do y'all have any experience with copying custom event values via workflow? 

Best,

Kennedy

[danmoyle]

I appreciate the tag @kennedyp - but at the moment I don't hae insight for @PMenkar1. Let me take this back to my team and see if anyone has ideas. If something pops, I'll share it!