Updating properties

[GAnoh]

Hello, I would like to set a trigger/automation. The idea is whenever a deal's status changes to 'Closed Won (Sales Pipeline)', the  property 'gclid' is added to the deal (This property is gotten from the contact attached to this deal. I cannot get this information from the deal, just from the contact. So this would be based on the contact attached to this deal)

Or on the contact side, if a deal has a property change 'Closed Won (Sales Pipeline)', the contact attached to this deal has a new property change 'lead status= closed (won)'

The main goal is to track offline conversions of google ads, which is where the gclid comes in. 

*I cannot create events within Hubspot, which is why I am using Zapier.

[SNigam · Accepted solution]

Hello @GAnoh ,

I think this can be easily done by hubspot workflow.

I had prepare a small video clip of screen recording to guide you. 

https://www.loom.com/share/99f721e14e414df5aea7a2a9bc6f8c7e

I hope this will helpn you.

Thank you 
Shubham Nigam

[danmoyle · Accepted solution]

@GAnoh here's how I would solve for this woth a workflow. 

Build an active list of contacts where, when an associated Deal is closed won, they are added to this list. 

Build a Contact-based workflow which then copies your "gclid" from the Contact into the same property, but as a Deal property (you'd need to create this, of course). 

It might look like this: 

You can also add the step below, changing Lead Status to closed won (if that's an option in your property):

Hopefully that helps! 

[SNigam · Accepted solution]

Hello @GAnoh ,

I think this can be easily done by hubspot workflow.

I had prepare a small video clip of screen recording to guide you. 

https://www.loom.com/share/99f721e14e414df5aea7a2a9bc6f8c7e

I hope this will helpn you.

Thank you 
Shubham Nigam