Changing company/contact lifecycle when deals change
SOLVEI have a workflow that changes the lifecycle stage of my company and contact when the deal stage changes. The problem here is that it doe not re-enroll the workflow when it goes backward i.e if i move from converted to rate quoted/confirmed, the company's lifecycle does not change back to "Quoted". Please, any suggestions?
Thank you
1 Accepted solution
Changing company/contact lifecycle when deals change
SOLVEDear @AOgbe ! I hope you are well.
Nice to meet you, Lucas from HAL Company, HubSpot Diamond Partner.
It sounds like you have a workflow that changes the lifecycle stage of your company and contact based on the deal stage, but you are having an issue where the workflow does not re-enroll when the deal stage changes backwards.
One potential solution would be to use the "Re-enrollment" feature in your workflow. This will allow contacts who have previously completed the workflow to re-enter and continue through it again, including cases where the deal stage changes backwards.
To enable Re-enrollment, go to the "Deal enrollment trigger" option in your workflow and check the "Re-enrollment" option. Additionally, make sure that you have also checked to re-enroll contact when a deal stage changes option as you can see in the next image:
By using the Re-enrollment feature and double-checking the re-enrollment options, you should be able to ensure that your workflow properly updates the lifecycle stage based on the deal stage, even if it changes backwards.
I hope this solution helps! If you have any other questions or need more details, please don't hesitate to ask. I'm here to help!
Lucas Martín Paladino
Technical Implementation Specialist
HAL Company
Changing company/contact lifecycle when deals change
SOLVEDear @AOgbe ! I hope you are well.
Nice to meet you, Lucas from HAL Company, HubSpot Diamond Partner.
It sounds like you have a workflow that changes the lifecycle stage of your company and contact based on the deal stage, but you are having an issue where the workflow does not re-enroll when the deal stage changes backwards.
One potential solution would be to use the "Re-enrollment" feature in your workflow. This will allow contacts who have previously completed the workflow to re-enter and continue through it again, including cases where the deal stage changes backwards.
To enable Re-enrollment, go to the "Deal enrollment trigger" option in your workflow and check the "Re-enrollment" option. Additionally, make sure that you have also checked to re-enroll contact when a deal stage changes option as you can see in the next image:
By using the Re-enrollment feature and double-checking the re-enrollment options, you should be able to ensure that your workflow properly updates the lifecycle stage based on the deal stage, even if it changes backwards.
I hope this solution helps! If you have any other questions or need more details, please don't hesitate to ask. I'm here to help!
Lucas Martín Paladino
Technical Implementation Specialist
HAL Company
