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  • mdrnd on September 23, 2021
    0 upvotes
    1 Replies
    Hi there, I'm trying to create a workflow automation that copies multiple company properties to deal properties. For instance, there is property called Market Segment in both company and deal properties. As soon a deal is created, this workf...
    Reply
    Top Contributor
    September 23, 2021 10:14
    Hi @mdrnd , from what you are describing, I think the key area to focus in on is the re-enrollment triggers. Specifically, the "____ is known". When...
  • jdtingay on September 20, 2021
    0 upvotes
    4 Replies
    I want to be able to create a count of the number of Closed/Won and Closed/Lost sales deals for a company so that we can identify issues with closing deals as well as those customers who may be using us for just price comparison with our competitors...
    Reply
    Top Contributor | Elite Partner
    September 21, 2021 04:17
    Could you create a deal based workflow that triggers at closed lost or won. Where the deal updates a company property? So you create two properties d...
  • Edyta7510 on August 31, 2021
    0 upvotes
    1 Replies
    Hi, The workflows that I have created to follow-up on the contact us form submission, automatically create a new deal (on certain conditions). Contact who submitted the form and their company are being automatically associated with this deal, whic...
    Reply
    Guide | Diamond Partner
    August 31, 2021 06:02
    @Edyta7510 , You could make duplicate deal properties as in the form and have a workflow copy them to those properties. Or, you could reach...
  • Solved
    Ran-ST on August 17, 2021
    0 upvotes
    7 Replies
    Hello, I have workflow automation for a deal pipeline that sends emails when the deal stage changes. Is it possible to send an email when the stage changes, but only when moving forward? For example, if the pipeline stages are: order plac...
    Reply
    Most Valuable Member
    August 18, 2021 03:31
    Hi @Ran-ST , That depends on whether you create one workflow per deal stage or one workflow for all deal stages. If it's one consolidate...
  • Solved
    iamathlete on August 13, 2021
    0 upvotes
    1 Replies
    I could really use some workflow insight on this issue on how to keep properties in sync. We have two properties that appear on both Contact and Company records: Membership Type, Membership Expiration When a property is updated ...
    Reply
    Top Contributor | Diamond Partner
    August 14, 2021 09:01
    @iamathlete This might be a good use case for a custom "Membership" object. Your current approach won't scale if you have more than one contact per...
  • Solved
    RLeite on August 05, 2021
    0 upvotes
    1 Replies
    I have a form that the client must fill in order to advance on pipeline stages. I'd like to automatize it, triggering a workflow when the form is filled. It works, but only if is there only one deal associated within the related contact. The for...
    Reply
    Most Valuable Member
    August 05, 2021 05:07
    Hi @RLeite , You'd have to work with a deal-based workflow here because – indeed – a contact-based workflow would update all associated deals....
  • Solved
    MParisot on August 02, 2021
    0 upvotes
    1 Replies
    Hi everyone, I try to create a workflow to send an email to my leads when the lead stay too much time in a status. For example : Tom have "Ghost" status since 3 months, i send to him an email. Which property i have to choose in my workfl...
    Reply
    Most Valuable Member
    August 02, 2021 07:43
    Hi @MParisot , There are a few properties that you could use for this, I'd recommend one of the two following: Last contacted: the l...
  • Solved
    MattDavirro on July 28, 2021
    0 upvotes
    2 Replies
    Hi there. I'm wondering if there is away to filter (or trigger a workflow) based on a comparison of two properties? ex. I want to report on all Deals where "Property A" is greater than "Property B" Is there a way I can do this? ...
    Reply
    Most Valuable Member
    July 28, 2021 09:17
    Hi @MattDavirro , Yes and no. By default, this is not possible. Number filters in lists and workflows only accept numbers, not other propertie...
  • Solved
    HannahSarsfield on July 28, 2021
    0 upvotes
    6 Replies
    Hi, I would like to implement a compnay based workflow based on the number of contacts at that organisation who have downloaded a document - can this be done? Many thanks, Hanah
    Reply
    Participant
    July 28, 2021 08:48
    Ok thanks Karsten!
  • Solved
    DLeBlanc on July 20, 2021
    0 upvotes
    1 Replies
    Hey Hubspot fam! I'm trying to create a workflow that will trigger when there are TWO OR MORE deals in the same pipeline (Basically a duplicate deal), and send a notification to our office assistant to look into the duplicate. Any workaround...
    Reply
    Most Valuable Member
    July 20, 2021 06:01
    Hi @DLeBlanc , At this stage, workflows don't have the capability to comparing objects or counting objects. Workflows treat objects one by on...
  • Solved
    bcornman on July 15, 2021
    0 upvotes
    5 Replies
    Hello I'm trying to set up a work flow for when I type a certain phrase in my "lead comment" property. That part is easy. My goal: when someone is enrolled it creates a set of 5 tasks for the contact. Each task will be named Call 1, Call 2 ....
    Reply
    Most Valuable Member
    July 19, 2021 11:30
    Hi @bcornman , Sure, that would work, it simply seems like an awful lot of work to me. When you do pursue this avenue, make sure to suppress c...
  • CMayer on July 13, 2021
    0 upvotes
    1 Replies
    Hi 😀 want to make a report with a list of all deals in a specific phase together with the information how long (in minutes) this deal is already in this phase. I tried: - have a custom field on the deal (MinutesInPhaseX) - have a workf...
    Reply
    Community Manager
    July 13, 2021 21:21
    Hi @CMayer , Thank you for your post! I've found this Community conversations- Report of dates and times spend in deal stage Thought th...
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