Set up alert for when no deals get imported

[EvaUR]

I'm looking to set up a workflow that will e-mail me an alert when a day passed with no new deals added. Our deals consist of offline sales made in our stores. We use API to import these deals into HubSpot into a seperate pipeline.

I want to recieve an alert whenever a day passed without any deals being added to this pipeline so that I can spot errors earlier. I can't find a good way to set this up.

[karstenkoehler · Accepted solution]

Hi @EvaUR,

This is not possible directly. The best workaround would be setting up a report that shows you how many deals were created per day from imports, then setting up a recurring email to you: https://knowledge.hubspot.com/dashboard/email-or-export-reports-and-dashboards

The report could be a simple single object deal report, filtering for deals with Create date in the past 7 days and original source drill-down 1 being import. I'd suggest a vertical bar chart.

In other words, you wouldn't receive a notification when no deals are imported. You would receive a notification every day and could check whether no deals were imported.

The reason why it's not possible to set up a workflow for this is that workflows always enroll records, then take an action. If there isn't any record (e.g. no deals imported), there isn't anything to enroll and process either.

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

[EvaUR]

Thank you for your swift reply @karstenkoehler! I'm going to set it up this way and see if it gives me the insights needed!