Query on Workflow

[ajinkyamurtey]

Hi, 

I want to create the following workflow in HubSpot can anyone help me if this is feasible? 

Workflow 1 - For every new or existing contacts via form fill.

Add contact source(custom property), if missing update contact source. If previous contact source value exist while updating make sure previous contact source is copied to the property last contact source.

Based on the form fill update the Project Field and copy last project field to other property. Project value will be selected by the contact while filling out the form on website or landing page. 

Based on the project field value if contact owner doesn't exist then assign contact owner on round robin basis. If exist then keep as it is.

Create a deal with contact name and project field value. Assign deal on round robin based on the project value. Here I want to make sure if any deal is open for existing contact then the owner of existing deal should not change. My requirement is the deal owner should be assigned on round robin basis based on the project value for every deal created through workflows. 

Add line items to the deal based on project field value. 

Copy contact source value to deal source value. Similarly if I want to pass few contact level values to deal level please let me know how to do it. 

[danmoyle · Accepted solution]

Hi @ajinkyamurtey. As far as creating the deal, yes that's pretty simple to do. 

We can't round-robin in the create & assign here, but if it's assigned to "no one," you can add automation to round-robin the assignment later. Plus in the naming convention, you can pull in contact data from the form submission without having to copy into a deal property.

For adding line items based on value, I don't see that as an option in the workflow steps. So while I don't think you can 100% automate every step, you can automate much of it, increasing efficiency along the way. 

That's my thoughts. Hope they help!

[BérangèreL]

Hi @ajinkyamurtey,

Thank you for reaching out to the Community!

For information, via workflows, you do have actions like update a property value or copy the property value onto another object (or another property). You can also rotate record to owner.
 

I'd like to share these resources that might be of interest:
 

- Choose your workflow actions
- Assign owners via workflows (Professional and Enterprise only)
 

I'd like to invite a couple of subject matter experts to this conversation: Hi @deepikaverma, @GreyHamilton and @karstenkoehler do you have tips and suggestions to help @ajinkyamurtey, please?  
 

Also, if anybody else has anything to add and/or share, please feel free to join in the conversation.
 

Thank you so much and have a great day!
 

Best,
Bérangère

[ajinkyamurtey]

@BérangèreL Thanks very much. 

@karstenkoehler @deepikaverma @GreyHamilton can you please help me on the query? 

For every contact form fill out I want to create a new deal record through automation and it has to be assigned on round robin basis. And need to pass on some contact property values to the deal newly created deal. While passing these values I want to make sure if for the same contact another deal is created through same workflow then I want to make sure the values passed on should not be updated to all the deals associated. My goal is carry out the deal attribution and I'm using Sales Hub Professional. 

[ajinkyamurtey]

Hey guys can you please help me here? Seeking your expertise on this

[BérangèreL]

Hi @ajinkyamurtey, I hope that you are well!

Do you still need help with this?
 

If yes, I'd like to ask our Top Experts: Hi @Aakar, @Jnix284 and @danmoyle do you have any insights to share with @ajinkyamurtey, please?

Thanks a lot and have a lovely day!

Best,
Bérangère