Move deal from one pipeline to another based on stage

SOLVE
Highlighted
New Contributor

Hi Hubspot Community,

 

I am new to Hubspot and am spinning my wheels a little bit on workflows.

 

What would I like to achieve?

If a member of our sales teams moves a deal to a particular stage, I would like that deal to be automatically transferred into a new pipeline for our customer success team to begin managing.

 

Do workflows allow the automatic move of a deal from one pipeline to another?

 

Thank you,

Ferg

 

 

Reply
0 Upvotes
1 Accepted solution

Accepted Solutions
Highlighted
Esteemed Advisor | Platinum Partner

Hi @Fergus_Yarno,

 

You can do this with a Deal Based Workflow if you have Sales Pro. To accomplish:

 

  1. Start your workflow as Deal Based
  2. Choose which deal stage and pipeline you would use as your enrollment criteria
  3. For your action, Choose "Set Deal Property Deal Stage to..." whichever deal stage you want it moved to in the appropriate pipeline (all deal stages for all pipelines will show up)

Deal-Stage-Workflow.JPG

 

I hope that helps, but let me know if you need support with this!

 

Josh

 




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

5 Replies 5
Highlighted
Community Superstar

I stand corrected. Thanks @Josh for catching that.

 

Note: HubSpot is a constantly evolving platform. Please check the date of each post and view all solutions in that context -- see Marketing Hub Enterprise 2020.

 

Hope that helps.

 

Be well,
Frank


Support • Web • Apps • Training

HubSpot's Hiring World-Wide!

Reply
0 Upvotes
Highlighted
Esteemed Advisor | Platinum Partner

Hi @Fergus_Yarno,

 

You can do this with a Deal Based Workflow if you have Sales Pro. To accomplish:

 

  1. Start your workflow as Deal Based
  2. Choose which deal stage and pipeline you would use as your enrollment criteria
  3. For your action, Choose "Set Deal Property Deal Stage to..." whichever deal stage you want it moved to in the appropriate pipeline (all deal stages for all pipelines will show up)

Deal-Stage-Workflow.JPG

 

I hope that helps, but let me know if you need support with this!

 

Josh

 




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

Highlighted
New Contributor

Thank you so much, Josh!

 

I will attempt this solution now and report back. I appreciate your swift response.

Ferg

Reply
0 Upvotes
Highlighted
New Contributor

Nailed it!

 

Thank you, Josh - have a brilliant day.

 

Ferg

Reply
0 Upvotes
Highlighted
New Contributor

Hi @Josh 

 

One question re. your solution if you don't mind:

 

If all the deals in the stage "Won" of the pipeline "Sales" are automatically moved to the pipeline "Customer Success", how can we:

- See how many sales deals are won

- Create reports on number of deals won vs lost, etc?

 

Thanks!

 

Reply
0 Upvotes