sep 23, 20218:54 AM - editado sep 23, 20218:57 AM
Participante
Creating a workflow automation to copy multiple company properties to deals
Hi there,
I'm trying to create a workflow automation that copies multiple company properties to deal properties.
For instance, there is property called Market Segment in both company and deal properties. As soon a deal is created, this workflow should get the Market Segment data from the related company and update the Market Segment field for the deal I created.
My current workflow looks like:
Company Enrollment Trigger Market Segment is known + Copy property value Copy company property Market Segment to deal property Market Segment
Re-enrollment is also enabled.
Strangely it sometime works and sometimes doesn't. And sometimes it takes to update the field for only a few minutes and sometimes an hour. Also when I create the first deal for a company it seems like it works better but when I try to create a second/thrid deal for the same company, the workflow never works.
Can you please let me know how I could adjust the workflow to make sure that always works and works fast? Obviously we don't want to wait an hour for a workflow to trigger, it's just confusing for the team.
And yes, both Market Segment fields and their corresponding options are exactly the same between company and deal properties.
Creating a workflow automation to copy multiple company properties to deals
Hi @mdrnd, from what you are describing, I think the key area to focus in on is the re-enrollment triggers. Specifically, the "____ is known". When using the property filter "is known" as a re-enrollment trigger, records can re-enroll in two ways, per the documentation here:
The property gains a value after not previously having one.
The property is updated from one value to another. For example, a contact's lifecycle stage changing fromLead to Subscriberwould qualify for Lifecycle stage is known. Each time this contact's lifecycle stage is updated, they would re-enroll in the workflow.
With this in mind, I would recommend exploring the use of "is any of" and selecting all of the values in the Market Segment property that you referenced. Then, assuming you have your re-enrollment triggers set to on for all of those values, this should get you closer to reaching your goal.
Hope this helps.
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