Move deal from one pipeline to another based on stageSOLVE
May 2, 2019 12:28 PM
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?
Solved! Go to Solution.
May 2, 2019 3:46 PM - edited May 2, 2019 3:48 PM
You can do this with a Deal Based Workflow if you have Sales Pro. To accomplish:
- Start your workflow as Deal Based
- Choose which deal stage and pipeline you would use as your enrollment criteria
- 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)
I hope that helps, but let me know if you need support with this!
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HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer
Jul 20, 2020 3:34 AM - edited Jul 20, 2020 3:35 AM
We actually use @Josh's amazing response every day to help with our sales pipeline. To give an exact (SUPER LONG) example to visualize how this could work for you guys:
We are a university. We have 4 pipelines: Admissions, Enrollment, Future-start, Active.
Each one of these pipelines changes HubSpot teams to help advise them and move them into the next stage, and we create a new deal for each pipeline.
Admissions: Contacted Prospective Student, Applied to University, Admittance Accepted into University. Once they are Accepted/Admitted, we change the Admissions deal stage to Accepted (won-closed) or Application Denied (closed-lost) if they did not meet the criteria to attend our University.
If the deal stage becomes Accepted/Admitted, we have an automated deal workflow to create an Enrollment deal. The Enrollment deal stages are Admit/Accept to start, moves to Enrolled (closed-won) when they choose to attend our University, pays the deposit, and fills out an agreement. They are moved to deal stage Accepted-Declined (closed-lost) if they chose to not attend our University after being accepted.
Once the prospective student is enrolled, they move to Future Start/Enrolled. The deal stages are Future Start/Enrolled, Registred for all first semester classes, then Show (won-closed) or Non-Participant (enrolled, was registered for classes yet never contacted us or attended classes) which is (closed-lost)
Having multiple pipelines and deal stages help us keep tight records of each prospective student and/or how they move through the buying process. The multiple deals/pipelines also help with segmenting your contacts when emailing, especially with CTAs getting them to the next step.
You can do something similar with tickets. However, deals are 50x easier to report and workflow on.