Dashboards & Reporting

MStadig
Participant

Reports to see where created deal is missing

SOLVE

Hi! 

 

We have a workflow that creates a deal when we have booked a 1st Meeting (demo) with a prospect. However, if we book a new 1st meeting /demo with the same account it does not automatically re-enroll this company in that workflow. (limitation in HubSpot)

 

The problem is now that we might have situations where we have booked a 1st Meeting and where a new deal has not been created. 

Does anyone know how I can build a report where I can see accounts where we have logged two first meetings / demo, but only one deal has been created on the account?

0 Upvotes
2 Accepted solutions
MrJustinGivens
Solution
Top Contributor | Partner
Top Contributor | Partner

Reports to see where created deal is missing

SOLVE

@MStadig Have you tried looking into the re-enrollment option within the workflow to get workflow to process the same company again?

I'm here to help where I can.

Skilled in: Marketing, Sales, Service, CMS and Operations Hub

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Reports to see where created deal is missing

SOLVE

Hi @MStadig,

 

This can be fixed with the correct re-enrollment settings. By default, unfortunately, HubSpot doesn't let us use filters of activities for re-enrollment:

 

karstenkoehler_0-1669179029669.png

 

Usually, this can be fixed with enrollment by list. However, an active company list cannot be used for re-enrollment in company-based workflows either:

 

karstenkoehler_1-1669179102502.png

 

karstenkoehler_2-1669179196330.png

So, we need to get the assistance of a contact-based list and workflow to get this working.

 

karstenkoehler_3-1669179309891.png

Contacts will automatically leave the list after a first first meeting and re-enter for a second, third etc.

 

karstenkoehler_4-1669179385865.png

 

karstenkoehler_5-1669179465626.png

 

If you say that this should be easier out of the box, I agree.

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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View solution in original post

4 Replies 4
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Reports to see where created deal is missing

SOLVE

Hi @MStadig,

 

This can be fixed with the correct re-enrollment settings. By default, unfortunately, HubSpot doesn't let us use filters of activities for re-enrollment:

 

karstenkoehler_0-1669179029669.png

 

Usually, this can be fixed with enrollment by list. However, an active company list cannot be used for re-enrollment in company-based workflows either:

 

karstenkoehler_1-1669179102502.png

 

karstenkoehler_2-1669179196330.png

So, we need to get the assistance of a contact-based list and workflow to get this working.

 

karstenkoehler_3-1669179309891.png

Contacts will automatically leave the list after a first first meeting and re-enter for a second, third etc.

 

karstenkoehler_4-1669179385865.png

 

karstenkoehler_5-1669179465626.png

 

If you say that this should be easier out of the box, I agree.

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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

MStadig
Participant

Reports to see where created deal is missing

SOLVE

wow, this appears to be rather clunky. Do you have any idea how I can build a list/report where I can see that we booked a 1st Meeting and where there is no deal created? 

0 Upvotes
karstenkoehler
Hall of Famer | Partner

Reports to see where created deal is missing

SOLVE

Hi @MStadig,

 

You would need two lists to achieve this:

  • List 1: Any associated Deal has all of Create date is known
  • List 2: At least one associated Activity has all of Call and meeting type is any of First outreach AND is not member of List 1

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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

MrJustinGivens
Solution
Top Contributor | Partner
Top Contributor | Partner

Reports to see where created deal is missing

SOLVE

@MStadig Have you tried looking into the re-enrollment option within the workflow to get workflow to process the same company again?

I'm here to help where I can.

Skilled in: Marketing, Sales, Service, CMS and Operations Hub