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

[PSterkenburg]

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.

[karstenkoehler · Accepted solution]

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!

[PSterkenburg]

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)

[danmoyle · Accepted solution]

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!

[karstenkoehler · Accepted solution]

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!