Workflow for Stage Change if No Activity From Customer

[MBridgers]

I'm looking to create a workflow that would change the deal stage if there has been no communication FROM the customer. I do not want to include activity where we've tried to reach out to the customer. What is the best way to accomplish this?

[TomM2 · Accepted solution]

Hey @MBridgers depending on your hub there's a lot of properties that might be useful to define this. I think the activity filters might work in this case. But also if you're on marketing hub pro there's a lot of "email activity" contact properties that might help. 

The first thing you need to define is what is a "contact" from a customer, does this mean sending an email to a customer? Does this mean replying to a marketing email? Does this mean clicking on a CTA? 

How are you tracking communication FROM a customer in your HubSpot account? 

[MBridgers · Accepted solution]

Hi Tom, thanks for responding. I've found a solution. Essentially, my trigger is Deal stage is "X" AND Deal stage has ever been any of "Y" AND Deal stage has not been updated in the last 14 days. Moving the stage forward is dependent on a meeting that's been set, so I think this solution will work for us.

[TomM2 · Accepted solution]

Hey @MBridgers depending on your hub there's a lot of properties that might be useful to define this. I think the activity filters might work in this case. But also if you're on marketing hub pro there's a lot of "email activity" contact properties that might help. 

The first thing you need to define is what is a "contact" from a customer, does this mean sending an email to a customer? Does this mean replying to a marketing email? Does this mean clicking on a CTA? 

How are you tracking communication FROM a customer in your HubSpot account?