Best Practices for Enforcing Entry Criteria into a Deal Stage
SOLVE
2 Accepted solutions
Best Practices for Enforcing Entry Criteria into a Deal Stage
SOLVEHi @NT_! There is NOT a way to ensure Company data is complete prior to creating a Deal.
However, you may consider auto-creating a Deal when all the Company data is complete!
So for example, the Company has the right ICP info, Outreach Owner = known, Buyer Persona is correct, and your team clicked a custom "Create Deal" company field... using a workflow, once all the criteria is met you can create a new Deal!
Check out this video to see how:
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Best Practices for Enforcing Entry Criteria into a Deal Stage
SOLVEHey @NT_,
You're absolutely right to be cautious here — implementing manual checkboxes or duplicated data logic from companies to deals can quickly lead to inconsistency, user error, and long-term maintenance overhead.
Here’s a smarter, more scalable way to approach this in HubSpot, given the limitation that workflows can’t directly enforce pipeline movement rules based on associated object properties (like company data affecting a deal stage change):
You're absolutely right to be cautious here — implementing manual checkboxes or duplicated data logic from companies to deals can quickly lead to inconsistency, user error, and long-term maintenance overhead.
Here’s a smarter, more scalable way to approach this in HubSpot, given the limitation that workflows can’t directly enforce pipeline movement rules based on associated object properties (like company data affecting a deal stage change):
1. Define Your Entry Criteria (example for “Prospect” stage):
These are company or contact properties that must be true before a deal enters "Prospect":
These are company or contact properties that must be true before a deal enters "Prospect":
- Company → ICP Match = Yes
- Company → Outreach Owner is known
- Contact → Persona is identified
2. Create a Workflow: “Validate Deal Entry to Prospect”
Type: Deal-based
Enrollment trigger:
Type: Deal-based
Enrollment trigger:
- Deal Stage = Prospect
In the workflow:
- Use “Check Associated Records” (via filters or if/then branches) to inspect whether:
- The associated company has ICP Match = Yes
- The associated company has a known owner
- The primary contact has a value for Buyer Persona
If the criteria are NOT met:
- Set Deal Stage back to the previous one (e.g., “Pre-qualification” or whatever your stage is before "Prospect")
- Send internal notification to the deal owner: “This deal was moved to 'Prospect' but doesn't meet entry criteria. Please update the associated company/contact record.”
Hope this helps!
Let me know if you have any questions.
Let me know if you have any questions.
|
Best Practices for Enforcing Entry Criteria into a Deal Stage
SOLVEHey @NT_,
You're absolutely right to be cautious here — implementing manual checkboxes or duplicated data logic from companies to deals can quickly lead to inconsistency, user error, and long-term maintenance overhead.
Here’s a smarter, more scalable way to approach this in HubSpot, given the limitation that workflows can’t directly enforce pipeline movement rules based on associated object properties (like company data affecting a deal stage change):
You're absolutely right to be cautious here — implementing manual checkboxes or duplicated data logic from companies to deals can quickly lead to inconsistency, user error, and long-term maintenance overhead.
Here’s a smarter, more scalable way to approach this in HubSpot, given the limitation that workflows can’t directly enforce pipeline movement rules based on associated object properties (like company data affecting a deal stage change):
1. Define Your Entry Criteria (example for “Prospect” stage):
These are company or contact properties that must be true before a deal enters "Prospect":
These are company or contact properties that must be true before a deal enters "Prospect":
- Company → ICP Match = Yes
- Company → Outreach Owner is known
- Contact → Persona is identified
2. Create a Workflow: “Validate Deal Entry to Prospect”
Type: Deal-based
Enrollment trigger:
Type: Deal-based
Enrollment trigger:
- Deal Stage = Prospect
In the workflow:
- Use “Check Associated Records” (via filters or if/then branches) to inspect whether:
- The associated company has ICP Match = Yes
- The associated company has a known owner
- The primary contact has a value for Buyer Persona
If the criteria are NOT met:
- Set Deal Stage back to the previous one (e.g., “Pre-qualification” or whatever your stage is before "Prospect")
- Send internal notification to the deal owner: “This deal was moved to 'Prospect' but doesn't meet entry criteria. Please update the associated company/contact record.”
Hope this helps!
Let me know if you have any questions.
Let me know if you have any questions.
|
Best Practices for Enforcing Entry Criteria into a Deal Stage
SOLVEHi @NT_! There is NOT a way to ensure Company data is complete prior to creating a Deal.
However, you may consider auto-creating a Deal when all the Company data is complete!
So for example, the Company has the right ICP info, Outreach Owner = known, Buyer Persona is correct, and your team clicked a custom "Create Deal" company field... using a workflow, once all the criteria is met you can create a new Deal!
Check out this video to see how:
|
