That depends on whether you create one workflow per deal stage or one workflow for all deal stages.
If it's one consolidated workflow, you'd have to enable re-enrollment for the "Deal stage is..." part of the enrollment criteria. Notifications would then behave like follows (using numbers instead of stage names for easier readability). Notifications are being sent for bold/underlined stages.
1>2>1>2>3>2>3>4
If you create separate workflows per deal stage, without re-enrollment, notifications would behave as follows:
1>2>1>2>3>2>3>4
Let me know if that makes sense!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
To make sure that a notification is only sent when a deal is moving forward, you would work with the "has ever been" and "has never been" filter options of the Deal stage, the enrollment criteria could look like this:
Deal stage is "Deal created" AND has never been "Validated", "Pickup", Shipping", "Received"
OR
Deal stage is "Validated" AND has never been "Pickup", "Shipping", "Received"
OR
Deal stage is "Pickup" AND has never been "Shipping", "Received"
OR
Deal stage is "Shipping" AND has never been "Received"
OR
Deal stage is "Received"
Make sure to review your re-enrollment criteria, especially if you want a notification to be sent when a contact enters a Deal stage for the second time, for example.
Keep in mind that if a deal is accidentally moved to "Received" and then back to "Validated", no email notifications would be sent until the deal arrives in "Received" again. I'm not aware of any ways to solve this particular case. It's something that you'd have to keep in mind.
Let me know if you have any follow-up questions! Hope this helps.
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
That depends on whether you create one workflow per deal stage or one workflow for all deal stages.
If it's one consolidated workflow, you'd have to enable re-enrollment for the "Deal stage is..." part of the enrollment criteria. Notifications would then behave like follows (using numbers instead of stage names for easier readability). Notifications are being sent for bold/underlined stages.
1>2>1>2>3>2>3>4
If you create separate workflows per deal stage, without re-enrollment, notifications would behave as follows:
1>2>1>2>3>2>3>4
Let me know if that makes sense!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Deal workflow to send email only when moving forward
SOLVE
Hello @Ran-ST, I would recommend adding what stage specifically you would like to send the email, so when you creating your branches in the workflow you can add moving forward only the stages in order.