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DFlach
Member

Associating deal stage and contacts

SOLVE

Hello, 

 

I'm trying to build a workflow that will set a timestamp on the contact record based on updates to deal stage. 

 

My understanding is that the workflow will not re-enroll contacts based on changes to an associated deal. Any thoughts on a good workaround?

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Associating deal stage and contacts

SOLVE

Hi @DFlach,

 

Have you considered creating this workflow as a deal-based workflow instead? Re-enroll deals when the deal stage changes, then use "Set property value" to set a date stamp to the associated contacts.

 

Best regards

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

Beratungstermin mit Karsten vereinbaren

 

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2 Replies 2
DFlach
Member

Associating deal stage and contacts

SOLVE

Hey Karsten, 

 

Thanks! Not sure why I didn't think of that.

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Associating deal stage and contacts

SOLVE

Hi @DFlach,

 

Have you considered creating this workflow as a deal-based workflow instead? Re-enroll deals when the deal stage changes, then use "Set property value" to set a date stamp to the associated contacts.

 

Best regards

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.