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AGolding
メンバー

Workflow enrolment based upon number of Deals

解決

Hi there,

I am looking to send an email via an automated workflow when a Deal is Closed Won, however... i only want this email to be sent upon closing of the first Deal, not subsequent Deals.

 

Is my enrollment trigger set up correctly:

AGolding_0-1730731746025.png

 

Have I misunderstood the 'Is Closed Won (numeric)' property? I read that to mean "If the Contact has 1 Closed Won Deal".

 

If I am incorrect I'd be really grateful for an explanation of how to achieve my goal.

 

Thank you in Advance... 

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Workflow enrolment based upon number of Deals

解決

Hi @AGolding,

 

"Is closed won (numeric)" is binary (0 meaning the deal is not won, 1 meaning the deal is won), it's not a counter.

 

When you say "first deal", are you referring to the first deal won for that contact?

 

If so, here's what you'd have to do:

  1. Create a calculation property on the contact object that counts how many associated won deals the contact has: https://knowledge.hubspot.com/properties/create-calculation-properties
    karstenkoehler_0-1730732415103.png

     

  2. Use that new calculation property in your enrollment criteria

Have a look at the documentation and let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

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AGolding
メンバー

Workflow enrolment based upon number of Deals

解決

Thanks for your help

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AGolding
メンバー

Workflow enrolment based upon number of Deals

解決

Hi Karsten. Apologies for the delay in responding to you.

 

So - when I follow your steps I do not even get the option appear for 'Choose Association Labels'. This is your version:

AGolding_3-1730805287977.png

 

This is my version:

AGolding_4-1730805445708.png

Am I doing something wrong?

 

Best,

Andy



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karstenkoehler
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Workflow enrolment based upon number of Deals

解決

@AGolding have you set up any association labels? If you haven't, that could explain why you're not seeing that option.

 

You had created the property yesterday already, is it not working? Have you checked for a few records if it calculates correctly? If so, I don't see any reason for further investigation.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

0 いいね!
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Workflow enrolment based upon number of Deals

解決

Hi @AGolding,

 

"Is closed won (numeric)" is binary (0 meaning the deal is not won, 1 meaning the deal is won), it's not a counter.

 

When you say "first deal", are you referring to the first deal won for that contact?

 

If so, here's what you'd have to do:

  1. Create a calculation property on the contact object that counts how many associated won deals the contact has: https://knowledge.hubspot.com/properties/create-calculation-properties
    karstenkoehler_0-1730732415103.png

     

  2. Use that new calculation property in your enrollment criteria

Have a look at the documentation and let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

0 いいね!
AGolding
メンバー

Workflow enrolment based upon number of Deals

解決

Hello Karsten, thank you for a prompt reply!

 

Correct - I want to send an automated email when and only when a first deal is won for a Contact. Nothing to be sent for subsequent deals.

 

So would the following calculation property be correct:

 

AGolding_0-1730733006073.png

And then when I include this calculation property in the enrollment criteria I would set the condition to 'equals 1'?

 

Thanks for your help, much appreciated. 

 

Best,

Andy

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karstenkoehler
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Workflow enrolment based upon number of Deals

解決

@AGolding correct 🙂 – after checking whether the calculation property works as expected by looking it up on a few contacts.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

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