CRM

SDay29
Miembro

Enroll just one contact in a deal based sequence

resolver

Hello,

 

I’m looking for a solution to implement a sequence that targets just one contact assigned to a deal. I know that sequences are only associated with contacts, and not deals, so I created two separate workflows. The first is a deal based workflow that triggers based on a certain deal stage and then updates a property value for all associated contacts. Then, the contact workflow would enroll contacts based on the value of that property assigned in the deal workflow, and then the sequence would be sent to the associated contacts. 


However, I do not want the sequence to be sent to all contacts. I’m trying to understand if there’s a way to just send this sequence to one contact. Is there a way to set a primary contact on a deal, or something else that would achieve this?

Any help or insight would be greatly appreciated! Thanks!

3 Soluciones aceptadas
Lucila-Andimol
Solución
Líder intelectual | Partner nivel Platinum
Líder intelectual | Partner nivel Platinum

Enroll just one contact in a deal based sequence

resolver

Hey @SDay29 

I think the best way is to identify that 1 or main contact as a Decision makers or Champion

you can use the property "Buyers role".

You can also have a label about Decision makers.

Then specify this (both options) in your workflow to target only that contact.

Hope this helps

María Lucila Abal | COO Andimol
HubSpot Expert, Community Champion & Certified Trainer (12+ years)

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karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Enroll just one contact in a deal based sequence

resolver

Hi @SDay29,

 

There are different ways of designating a primary contact for a company or a deal. One would be association labels (https://knowledge.hubspot.com/object-settings/create-and-use-association-labels), another one using any custom property to designate a primary contact. You could use an existing one (e.g. "Buying role"), in which case you would have to make sure that you use one value in that property consistently for the primary contact. Alternatively, you could also create a single-checkbox property, for example, that simply marks one contact as the primary contact.

 

Depending on the volume of the contacts that you have to sift through, you can consider exporting these contacts and using Excel to quickly mark one contact per company as primary, before you re-import only the primary contacts to create the list. ChatGPT can also help with coming up with an Excel approach to quickly identify just one contact per company mentioned in the company column of your file.

 

Let me know if you have any follow-up questions!

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

Beratungstermin mit Karsten vereinbaren

 

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trevordjones
Solución
Experto reconocido | Partner nivel Diamond
Experto reconocido | Partner nivel Diamond

Enroll just one contact in a deal based sequence

resolver

Hi @SDay29 ,

 

Have you tried building a Contact Workflow with enrollment criteria based upon the associated deal?

 

For instance this criteria would enroll contacts with the "Decision Maker" role when the deal is won: 

 

2024-02-07 - 13-26-49 - Unnamed workflow - 2024-02-07 18-24-29 GMT-0000 - HubSpot.png

 

 

 

 

- Trevor
If my post solves your problem, please accept it as a solution.

Ver la solución en mensaje original publicado

6 Respuestas 6
trevordjones
Solución
Experto reconocido | Partner nivel Diamond
Experto reconocido | Partner nivel Diamond

Enroll just one contact in a deal based sequence

resolver

Hi @SDay29 ,

 

Have you tried building a Contact Workflow with enrollment criteria based upon the associated deal?

 

For instance this criteria would enroll contacts with the "Decision Maker" role when the deal is won: 

 

2024-02-07 - 13-26-49 - Unnamed workflow - 2024-02-07 18-24-29 GMT-0000 - HubSpot.png

 

 

 

 

- Trevor
If my post solves your problem, please accept it as a solution.

SDay29
Miembro

Enroll just one contact in a deal based sequence

resolver

I didn't try this yet, but makes sense. Thank you!!

karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Enroll just one contact in a deal based sequence

resolver

Hi @SDay29,

 

There are different ways of designating a primary contact for a company or a deal. One would be association labels (https://knowledge.hubspot.com/object-settings/create-and-use-association-labels), another one using any custom property to designate a primary contact. You could use an existing one (e.g. "Buying role"), in which case you would have to make sure that you use one value in that property consistently for the primary contact. Alternatively, you could also create a single-checkbox property, for example, that simply marks one contact as the primary contact.

 

Depending on the volume of the contacts that you have to sift through, you can consider exporting these contacts and using Excel to quickly mark one contact per company as primary, before you re-import only the primary contacts to create the list. ChatGPT can also help with coming up with an Excel approach to quickly identify just one contact per company mentioned in the company column of your file.

 

Let me know if you have any follow-up questions!

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.

SDay29
Miembro

Enroll just one contact in a deal based sequence

resolver

This is super helpful, thank you!

0 Me gusta
Lucila-Andimol
Solución
Líder intelectual | Partner nivel Platinum
Líder intelectual | Partner nivel Platinum

Enroll just one contact in a deal based sequence

resolver

Hey @SDay29 

I think the best way is to identify that 1 or main contact as a Decision makers or Champion

you can use the property "Buyers role".

You can also have a label about Decision makers.

Then specify this (both options) in your workflow to target only that contact.

Hope this helps

María Lucila Abal | COO Andimol
HubSpot Expert, Community Champion & Certified Trainer (12+ years)

Have questions? Get answers:

Get Premium Support

Did my post help answer your question? Mark this as a solution.

SDay29
Miembro

Enroll just one contact in a deal based sequence

resolver

This does help - thanks for the reply!