CRM

PSterkenburg
Colaborador

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.

2 Soluciones aceptadas
karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Workflow to trigger a notification only when certain value change thresholds are met

resolver

Hi @PSterkenburg,

 

Instead of sending a notification (which would be very complex to set up), have you considered sending a recurring report on a weekly cadence instead? https://knowledge.hubspot.com/dashboard/email-or-export-reports-and-dashboards

 

This has a much lower complexity, reduces notifications, is less prone to error overall.

 

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.

Ver la solución en mensaje original publicado

danmoyle
Solución
Miembro estimable | Partner nivel Elite
Miembro estimable | Partner nivel Elite

Workflow to trigger a notification only when certain value change thresholds are met

resolver

I'm with @karstenkoehler on the report idea. I like that, @PSterkenburg

 

In addition, here's an idea from my boss at Impulse Creative, @remingtonbegg :

Should be pretty simple with 2 workflows and 2 properties.
Properties:
  1. Calculated property of total contacts added to the record
  2. A number property for “added this week”
Workflows:
  1. Workflow to increment the count (anytime a contact is added to the record)
  2. 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!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/

Ver la solución en mensaje original publicado

3 Respuestas 3
PSterkenburg
Colaborador

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)

0 Me gusta
danmoyle
Solución
Miembro estimable | Partner nivel Elite
Miembro estimable | Partner nivel Elite

Workflow to trigger a notification only when certain value change thresholds are met

resolver

I'm with @karstenkoehler on the report idea. I like that, @PSterkenburg

 

In addition, here's an idea from my boss at Impulse Creative, @remingtonbegg :

Should be pretty simple with 2 workflows and 2 properties.
Properties:
  1. Calculated property of total contacts added to the record
  2. A number property for “added this week”
Workflows:
  1. Workflow to increment the count (anytime a contact is added to the record)
  2. 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!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/
karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Workflow to trigger a notification only when certain value change thresholds are met

resolver

Hi @PSterkenburg,

 

Instead of sending a notification (which would be very complex to set up), have you considered sending a recurring report on a weekly cadence instead? https://knowledge.hubspot.com/dashboard/email-or-export-reports-and-dashboards

 

This has a much lower complexity, reduces notifications, is less prone to error overall.

 

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.