CRM

Edyta7510
Contributeur de premier rang

Trigger workflow based on deal property edit by a specific user

SOLVE

Hi, 

I'd like to trigger an internal email notification to a deal owner if one of the deal properties on his deal was updated by our operations team. 

I can see that I can easily trigger this workflow by "deal property updated in the last day..." but I cannot define user who made that change. 

Any way to resolve this? 

Thanks!

Edyta

0 Upvotes
1 Accepted solution
Josh
Solution
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

Trigger workflow based on deal property edit by a specific user

SOLVE

Hi @Edyta7510,

 

I'm not aware of a way to make this happen. I'm not saying it's impossible...but I believe it's highly unlikely without some super clever workarounds. 

It would be worth adding to the HubSpot Ideas forum!

 

Josh

 

Thanks for the ping @MiaSrebrnjak  




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

View solution in original post

2 Replies 2
Josh
Solution
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

Trigger workflow based on deal property edit by a specific user

SOLVE

Hi @Edyta7510,

 

I'm not aware of a way to make this happen. I'm not saying it's impossible...but I believe it's highly unlikely without some super clever workarounds. 

It would be worth adding to the HubSpot Ideas forum!

 

Josh

 

Thanks for the ping @MiaSrebrnjak  




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

MiaSrebrnjak
Community Manager
Community Manager

Trigger workflow based on deal property edit by a specific user

SOLVE

Hi @Edyta7510,

 

Thank you for reaching out to the Community!

I wanted to tag in a couple of subject matter experts to see if they have any input on this matter:

hi @Phil_Vallender@DavidDennison@Josh, do you have any tips for @Edyta7510? Thanks!

 

Cheers
Mia, Community Team     


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