CRM

A61
Member

Closed Won deals moving to Closed Lost automatically

SOLVE

Hi, I have automated workflows depending on the deal stage and we have been flagged by our Sales team that some of the deals that have been tagged as Closed Won are moving to Closed Lost without advise or triggers. 

 

Has anyone encountered this problem yet? If so, what are the suggested fixes? 

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Closed Won deals moving to Closed Lost automatically

SOLVE

Hi @A61,

 

Workflows in HubSpot will do exactly what you told them, without questioning it. If you didn't specify that won deals shouldn't be updated, the workflow is stupid in the sense that it won't notice itself that a closed won deal should maybe not be moved to the stage it was moved to.

 

You can prevent this by limiting the enrollment criteria of that workflow:

"AND Deal stage is none of Closed won"

 

There might be more to this, I haven't seen the workflow. Make sure to review the entire thing or share a screenshot of all steps and all settings.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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A61
Member

Closed Won deals moving to Closed Lost automatically

SOLVE
0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Closed Won deals moving to Closed Lost automatically

SOLVE

Hi @A61,

 

I'm not HubSpot support, I don't have access to your portal 😉

 

You would have to share screenshots.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

A61
Member

Closed Won deals moving to Closed Lost automatically

SOLVE

I see that. However, it was already tagged as Closed Won on June 8 prior to it going back to the Initial Outreach stage on June 9. Should there be other parameters set to avoid this? I see there are previoous stages where the deal has been rejected on the sales/finance team's end - could that have affect the way this workflow should work? 

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Closed Won deals moving to Closed Lost automatically

SOLVE

Hi @A61,

 

Workflows in HubSpot will do exactly what you told them, without questioning it. If you didn't specify that won deals shouldn't be updated, the workflow is stupid in the sense that it won't notice itself that a closed won deal should maybe not be moved to the stage it was moved to.

 

You can prevent this by limiting the enrollment criteria of that workflow:

"AND Deal stage is none of Closed won"

 

There might be more to this, I haven't seen the workflow. Make sure to review the entire thing or share a screenshot of all steps and all settings.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Closed Won deals moving to Closed Lost automatically

SOLVE

Hi @A61,

 

Can you open one of those deal records, hover over the Deal stage field in the left sidebar, click Details and share a screenshot of what the right sidebar shows?

 

karstenkoehler_0-1688540946331.png

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

A61
Member

Closed Won deals moving to Closed Lost automatically

SOLVE

Screenshot 2023-07-05 at 3.13.53 PM.png

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Closed Won deals moving to Closed Lost automatically

SOLVE

Hi @A61,

 

You can see the workflow that has moved the deal to "Closed inactive" linked (in blue) in the history 🙂 This is the workflow you'd have to update if it's not doing what you'd it to do.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.