Associated deals of a contact (customer) at a specific deal stage

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New Contributor

Hi all, 

 

a quick question: Is there an option to take the contact filter in workflows "associated deals" a step further and refer in a workflow only to those deals associable to a certain contact that at the same time are at a specific deal stage (latter are already defined and working properly?

How would you go about this?

 

I am extremely new to Hubspot and appreciate your kind help.

 

Best,

 

Timo

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Community Superstar

You can use HubSpot smart lists to target contacts at specific deal stages.

- see image

hubspot-smart-lists-contacts-at-specific-deal-stages.pngHubSpot Smart List: Contacts With Deals At Specific Stage(s)

- see Create active or static lists

 

Help answer your question? If so, remember to accept this solution now.

 

Best,
Frank

Chief HubSpot Consultant


hubspot-solutions-signature-mfrankjohnson-v05.png

MFrankJohnson.com | Perfect HubSpot Series | Connect on LinkedIn

Help find posts quickly ... accept this solution now.

Hope that helps.

 

Best,
Frank

 

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Highlighted
Community Superstar

You can use HubSpot smart lists to target contacts at specific deal stages.

- see image

hubspot-smart-lists-contacts-at-specific-deal-stages.pngHubSpot Smart List: Contacts With Deals At Specific Stage(s)

- see Create active or static lists

 

Help answer your question? If so, remember to accept this solution now.

 

Best,
Frank

Chief HubSpot Consultant


hubspot-solutions-signature-mfrankjohnson-v05.png

MFrankJohnson.com | Perfect HubSpot Series | Connect on LinkedIn

Help find posts quickly ... accept this solution now.

Hope that helps.

 

Best,
Frank

 

MFrankJohnson-dot-com-HubSpot-Community-banner-gif-v20190817

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New Contributor

Hi Frank,

 

I had a quick look at it and it looks promising! Is this includable into a workflow?

 

Will have a closer look at it tomorrow and see whether it works for my specific case. 

 

Thanks already, 

Timo

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