Lists, Lead Scoring & Workflows

EBirdsall
Participant

Understanding Delays - When does the Workflow Capture Data

Résolue

Lets say I have a workflow that runs when a Deal is Closed.

The workflow grabs the Deal Type, Deal Owner, and a few other fields and then sends them to an external source using a Custom Code block with an HTTP Post request...

The first step of this workflow is a "Delay 10 Minutes"

Lets say a Deal is Closed at 08:00 and has a Deal Owner of "Bob Smith". But at 08:04, an employee updates the Deal Owner to  "Mary Simmons." 

At 08:10 (when the "Delay 10 Minutes" has been completed), which Deal owner will get sent to the rest of the steps in my workflow?

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karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Understanding Delays - When does the Workflow Capture Data

Résolue

Hi @EBirdsall,

 

It's Mary - by default, workflow actions always look up the latest value of a contact's property, not the value that triggered the workflow.

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Understanding Delays - When does the Workflow Capture Data

Résolue

Hi @EBirdsall,

 

It's Mary - by default, workflow actions always look up the latest value of a contact's property, not the value that triggered the workflow.

 

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.

EBirdsall
Participant

Understanding Delays - When does the Workflow Capture Data

Résolue

Thank you Karsten. I was hoping this was the answer!

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