Lists, Lead Scoring & Workflows

SLester
Contributor

Build a workflow that removes a prospect soon as they become a customer

SOLVE

How do I accomplish that without having an if/then/condition prior to each step? 

 

Scneario:

  1. Someone fills out a form to get a lead magnet
  2. Drip campaign starts to promote product
  3. customer buys the product - lead status changes, a tag is added
  4. Does workflow enrollment continue with promoting the product?

    i'd like to remove them from the workflow when they convert without having to check if they have that tag/lead status before each step of the workflow. 
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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Build a workflow that removes a prospect soon as they become a customer

SOLVE

Hi @SLester,

 

That's what workflow goals are for: https://knowledge.hubspot.com/workflows/use-goals-in-contact-based-workflows

 

Specify the purchase or customer status as a workflow goal and contacts will be removed immediately upon meeting this filter criterion.

 

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.

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2 Replies 2
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Build a workflow that removes a prospect soon as they become a customer

SOLVE

Hi @SLester,

 

That's what workflow goals are for: https://knowledge.hubspot.com/workflows/use-goals-in-contact-based-workflows

 

Specify the purchase or customer status as a workflow goal and contacts will be removed immediately upon meeting this filter criterion.

 

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.

SLester
Contributor

Build a workflow that removes a prospect soon as they become a customer

SOLVE

I have just added the goal and will mark this as a solution. Thanks so much for the quick response. 

0 Upvotes