Deal stage to update in contact records

SOLVE
TPeddle
Member

Hi everyone, 

 

Need some support. 

Currently I have a form submission workflow in place that is creating deals for my sales team. As the the team go through their sales process that deal stage is being changed however it is not syncing in the contact record. 

 

I came across this when trying to create a workflow to delete all closed lost deals with the associated contact.

 

Whats the best way? 

0 Upvotes
1 Accepted solution

Accepted Solutions
karstenkoehler
Solution
Most Valuable Member

Hi @TPeddle,

 

Have you created your own custom Deal stage contact property then? (There isn't a default property for contacts for this.)

 

In any case, this is what a deal-based workflow would look like. Re-enrollment is important (see right sidebar), "is known" is interpreted by HubSpot as "has changed", so the information would be pushed into the contact record whenever the Deal stage changes.

 

karstenkoehler_0-1627488612433.png

 

This workflow would update all contacts associated with this deal.

 

Best regards!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

5 Replies 5
karstenkoehler
Most Valuable Member

Hi @TPeddle,

 

Which contact property would you like to update on the contact record? Very generally, you would create a deal-based workflow. The enrollment trigger for this deal-based workflow (or these workflows) would be the Deal stage value. You can then choose the Set property value action in the right sidebar of the workflow. This allows you to set a contact property value and thus update a contact to reflect the deal status.

 

Let me know which contact property specifically you want to update and I can share a workflow draft.

 

Best regards!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
TPeddle
Member

Correct looking to have the deal stage updated in the contact to reflect the deal status

0 Upvotes
karstenkoehler
Solution
Most Valuable Member

Hi @TPeddle,

 

Have you created your own custom Deal stage contact property then? (There isn't a default property for contacts for this.)

 

In any case, this is what a deal-based workflow would look like. Re-enrollment is important (see right sidebar), "is known" is interpreted by HubSpot as "has changed", so the information would be pushed into the contact record whenever the Deal stage changes.

 

karstenkoehler_0-1627488612433.png

 

This workflow would update all contacts associated with this deal.

 

Best regards!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

TPeddle
Member

THANK YOU 🎉

karstenkoehler
Most Valuable Member

Happy to help, @TPeddle! You can help others find this information more easily by marking my post as a solution. I'd appreciate it!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes