Dashboards & Reporting

GAnoh
Member

Updating properties

SOLVE

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.

 

2 Accepted solutions
SNigam
Solution
Guide

Updating properties

SOLVE

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

View solution in original post

0 Upvotes
danmoyle
Solution
Recognized Expert | Elite Partner
Recognized Expert | Elite Partner

Updating properties

SOLVE

@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: 

danmoyle_0-1664199342970.png

 

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

danmoyle_1-1664199424156.png

 

Hopefully that helps! 

 


Did this post help solve your problem? If so, please mark it as a solution.


Dan Moyle

HubSpot Advisor

Learning Ops | Impulse Creative

[he/him/his]

239-244-8812 | 269-371-4753
dan@impulsecreative.com
https://impulsecreative.com/

View solution in original post

2 Replies 2
danmoyle
Solution
Recognized Expert | Elite Partner
Recognized Expert | Elite Partner

Updating properties

SOLVE

@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: 

danmoyle_0-1664199342970.png

 

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

danmoyle_1-1664199424156.png

 

Hopefully that helps! 

 


Did this post help solve your problem? If so, please mark it as a solution.


Dan Moyle

HubSpot Advisor

Learning Ops | Impulse Creative

[he/him/his]

239-244-8812 | 269-371-4753
dan@impulsecreative.com
https://impulsecreative.com/
SNigam
Solution
Guide

Updating properties

SOLVE

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

0 Upvotes