Merging Deal Stages and Automation

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dmattauch
Contributor

Hi, 

 

there's some changes i want to make to one of my sales pipeline, aka merge some stages.

 

However at this stage, i have 126 reports and workflows used for "deal stage" property.

 

I'm afraid by merging, that will mess up all these workflows? or can hubspot merge it also in the workflows by default?

 

Thanks

David

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karstenkoehler
Solution
Most Valuable Member

Hi @dmattauch,

 

It's hard to tell from a distance but yes, there's definitely risk of unintended consequences here. By changing deal stages and unavoidably deals to other stages, you might trigger automation in the background. Here you'll have to have a look at all deal-based workflows and all other workflows (contact, for example) and check how they're referencing the deal stage you're deleting and the deal stage where you're moving all records from the to-be-deleted stage. You'll then have to check whether you can suppress records from enrolling/unenrolling for each workflow. As a last resort, pausing workflows and then switching them back on again (not enrolling records that already match the criteria) might be an option.

 

For reports, it would depend how exactly these are set up – I see less of a risk here but it would have to be evaluated on a report by report basis.

 

In any case, there's unfortunately not a straight forward answer and someone will have to check all affected assets first before making any changes.

 

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

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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1 Reply 1
karstenkoehler
Solution
Most Valuable Member

Hi @dmattauch,

 

It's hard to tell from a distance but yes, there's definitely risk of unintended consequences here. By changing deal stages and unavoidably deals to other stages, you might trigger automation in the background. Here you'll have to have a look at all deal-based workflows and all other workflows (contact, for example) and check how they're referencing the deal stage you're deleting and the deal stage where you're moving all records from the to-be-deleted stage. You'll then have to check whether you can suppress records from enrolling/unenrolling for each workflow. As a last resort, pausing workflows and then switching them back on again (not enrolling records that already match the criteria) might be an option.

 

For reports, it would depend how exactly these are set up – I see less of a risk here but it would have to be evaluated on a report by report basis.

 

In any case, there's unfortunately not a straight forward answer and someone will have to check all affected assets first before making any changes.

 

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

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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

View solution in original post