CRM

Alex_L
Participant

Workflow for Deal Stage Changes

SOLVE

Hi, 

 

We are looking to create a deal-based workflow with a trigger of change in deal stage. Thus, it will auto- enroll whenever the deal stage changes. We want real-time updates since the closest filter would be "updated in the last 1 day" which is not suitable for our needs. 

 

I came aross these two previous posting requesting the same idea, any updates on this? 

 

https://community.hubspot.com/t5/HubSpot-Ideas/Add-a-trigger-condition-quot-when-a-deal-changes-from...

 

https://community.hubspot.com/t5/Sales-Hub-Tools/Deal-Workflows-Help-How-to-creatively-get-around-tr...

 

I saw this thread by applying the similar concept but to a contact property. I will test this potential work around. 

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Workflow for Deal Stage Changes

SOLVE

Hi @Alex_L,

 

This will do the trick:

 

karstenkoehler_0-1667884300423.png

 

HubSpot interprets 'is known' as 'has changed', too.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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2 Replies 2
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Workflow for Deal Stage Changes

SOLVE

Hi @Alex_L,

 

This will do the trick:

 

karstenkoehler_0-1667884300423.png

 

HubSpot interprets 'is known' as 'has changed', too.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

dave_devpost
Member

Workflow for Deal Stage Changes

SOLVE

Is there a way to do this just for when we move a deal into Closed Won?