Workflow to trigger a notification only when certain value change thresholds are met
resolver
Example: We have a workflow that triggers in in-app notification to a Partner Manager, the moment a Partner Client (customer that came in through a Partner) removes or adds new users to the app.
Challenge: In order not to overwhelm with notifications, we want to change this to only trigger when for example a Partner Client (Company, in HS) would add 5 users over the past week.
Is this something that is possible?I have been trying to build a Custom Calculation, but I think I can only 'compare' values of 2 different properties, not difference within a property. Maybe there is some other way? The Enrollment triggers on Events doesn't seem to help either.
Context: I know this is possible in Customer Success tools and elsewhere, so it's in general not impossible, I just don't know how to do it in Hubspot.
In addition, here's an idea from my boss at Impulse Creative, @remingtonbegg :
Should be pretty simple with 2 workflows and 2 properties.
Properties:
Calculated property of total contacts added to the record
A number property for “added this week”
Workflows:
Workflow to increment the count (anytime a contact is added to the record)
A workflow that would enroll if the “added this week” property is > 0 and a delay of 1 week before an email notification, and clearing of the “added this week” property (allow RE enrollment)
Hopefully that helps!
Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!
Workflow to trigger a notification only when certain value change thresholds are met
resolver
Thanks @karstenkoehler and @danmoyle - really great solutions both of them. However, I don't think our data at this point is ready to support them entirely. But, I will dig in to both to see how far I can get!
--- On a sidenote: It's one of the blockers for what I consider Hubspot being fully ready for the Customer Success use case. I have worked with 6 different Customer Success tools, and all can do this in 2-3 clicks. (Planhat for example has a simple trigger: if this property value has increased with 10% over the past 7 days, then send notification)
In addition, here's an idea from my boss at Impulse Creative, @remingtonbegg :
Should be pretty simple with 2 workflows and 2 properties.
Properties:
Calculated property of total contacts added to the record
A number property for “added this week”
Workflows:
Workflow to increment the count (anytime a contact is added to the record)
A workflow that would enroll if the “added this week” property is > 0 and a delay of 1 week before an email notification, and clearing of the “added this week” property (allow RE enrollment)
Hopefully that helps!
Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!