Productivity Tools

TeeterVT
Member

Create a workflow to set Marketing Contact status based on deal stage?

SOLVE

Hello

I have what feels like a simple workflow that I'm struggling (I'm fairly new to HubSpot).

 

I'd like to create a workflow that sets Marketing Contact status based on deal stage. So for example, if a deal is moved to "Won", we want the contacts associated with that deal to have their Marketing Contact status changed to "Marketing Contact".

 

In the workflow editor, after I set the trigger for the deal stage and go to add an action, I see the "Marketing Contact Status" greyed out, saying it can't be edited.

 

TeeterVT_0-1724889615663.png

 

 

Am I approaching this wrong? Maybe this isn't possible? We're on Marketing Hub Professional if that matters.

 

Thanks for the help.

0 Upvotes
2 Accepted solutions
Jnix284
Solution
Hall of Famer

Create a workflow to set Marketing Contact status based on deal stage?

SOLVE

@TeeterVT I just saw the hover text on your greyed out option and rebuilt the workflow, I didn't get the same error.

 

Here are the steps:

1 - choose contact based workflow

2 - trigger criteria = deal stage closed won

3 - set as marketing contact

 

Jnix284_0-1724890418525.png

 

Here's the action you're looking for in step 3:

Jnix284_1-1724890452023.png

 

Let me know if this works!

 


If my reply answered your question please mark it as a solution to make it easier for others to find.


Jennifer Nixon

View solution in original post

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

Create a workflow to set Marketing Contact status based on deal stage?

SOLVE

Hi @TeeterVT,

 

Good news, this action is now available across workflow types (public beta).

 


Workflows

Set marketing contact status action available across workflow types

January 22, 2025
 

What is it?

The Set marketing contact status workflow action is now available in more types of workflows, instead of only in contact based workflows.

 

Why does it matter?

Until now, the Set marketing contact status action has only been available in contact workflows. This is because the action is only applicable to contacts, as they are the only record type with a marketing status. This also meant that the action could only be used with triggers available in contact workflows, which doesn't fit every use case. With the update we're making, you can now set other types of objects' associated contacts as marketing or not marketing, from other types of workflows.

 

For example, from a deal workflow, you could trigger automation when a deal is closed lost and use the Set marketing contact status action to make the "Decision maker" contact associated with that deal non marketing, to automatically reduce costs for contacts you're no longer engaging with.

 

How does it work?

Since these three actions can only run against contacts, when using them in other type workflows, you must define which contact the action should affect.

 

To set up the above example, follow these steps:

  • In your HubSpot account, navigate to Automations > Workflows
  • Click to create a new workflow from scratch
  • Choose a Deal-based workflow and set up a trigger
  • Click to add the Set marketing contact status action
  • You'll now see a new field on the action labelled "Contact," where a specific type of contact must be selected
  • To choose which contact to change the marketing status on, click the "Edit available data" link showing in the field drop down
  • Follow the steps for adding a new data source for record type Contact; you can use association labels or other filters to choose which associated contact the action should update

When these actions are used in workflows other than contact type workflows, they can currently only run against one contact at a time.

 

Who gets it?

Professional Customer Platform, Enterprise Customer Platform, Marketing Pro, Marketing Enterprise


You should see this product update and the ability to join the beta under Settings > Product updates > All product updates.

 

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.

View solution in original post

5 Replies 5
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Create a workflow to set Marketing Contact status based on deal stage?

SOLVE

Hi @TeeterVT,

 

Good news, this action is now available across workflow types (public beta).

 


Workflows

Set marketing contact status action available across workflow types

January 22, 2025
 

What is it?

The Set marketing contact status workflow action is now available in more types of workflows, instead of only in contact based workflows.

 

Why does it matter?

Until now, the Set marketing contact status action has only been available in contact workflows. This is because the action is only applicable to contacts, as they are the only record type with a marketing status. This also meant that the action could only be used with triggers available in contact workflows, which doesn't fit every use case. With the update we're making, you can now set other types of objects' associated contacts as marketing or not marketing, from other types of workflows.

 

For example, from a deal workflow, you could trigger automation when a deal is closed lost and use the Set marketing contact status action to make the "Decision maker" contact associated with that deal non marketing, to automatically reduce costs for contacts you're no longer engaging with.

 

How does it work?

Since these three actions can only run against contacts, when using them in other type workflows, you must define which contact the action should affect.

 

To set up the above example, follow these steps:

  • In your HubSpot account, navigate to Automations > Workflows
  • Click to create a new workflow from scratch
  • Choose a Deal-based workflow and set up a trigger
  • Click to add the Set marketing contact status action
  • You'll now see a new field on the action labelled "Contact," where a specific type of contact must be selected
  • To choose which contact to change the marketing status on, click the "Edit available data" link showing in the field drop down
  • Follow the steps for adding a new data source for record type Contact; you can use association labels or other filters to choose which associated contact the action should update

When these actions are used in workflows other than contact type workflows, they can currently only run against one contact at a time.

 

Who gets it?

Professional Customer Platform, Enterprise Customer Platform, Marketing Pro, Marketing Enterprise


You should see this product update and the ability to join the beta under Settings > Product updates > All product updates.

 

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.

Jnix284
Solution
Hall of Famer

Create a workflow to set Marketing Contact status based on deal stage?

SOLVE

@TeeterVT I just saw the hover text on your greyed out option and rebuilt the workflow, I didn't get the same error.

 

Here are the steps:

1 - choose contact based workflow

2 - trigger criteria = deal stage closed won

3 - set as marketing contact

 

Jnix284_0-1724890418525.png

 

Here's the action you're looking for in step 3:

Jnix284_1-1724890452023.png

 

Let me know if this works!

 


If my reply answered your question please mark it as a solution to make it easier for others to find.


Jennifer Nixon
0 Upvotes
TeeterVT
Member

Create a workflow to set Marketing Contact status based on deal stage?

SOLVE

Thanks, this was perfect. I was appraoching this all wrong, I came in using Deal-based vs Contact-based for my workflow.

Jnix284
Hall of Famer

Create a workflow to set Marketing Contact status based on deal stage?

SOLVE

You're welcome @TeeterVT, I'm glad this was helpful!

 

It can be tricky to decide what type of workflow type to choose now that there are more options, try to think of it as "what object do I want to modify" rather than "what object do I want to identify" - in this case, the change is happening to the contact and you're identifying which contacts through the deal.

 

Thankfully you can choose your enrollment criteria for different objects regardless of the type of workflow you start with, which opens up the possibilities for how you identify the records that should enroll, but it limits the actions that can be taken.


If my reply answered your question please mark it as a solution to make it easier for others to find.


Jennifer Nixon
0 Upvotes
Jnix284
Hall of Famer

Create a workflow to set Marketing Contact status based on deal stage?

SOLVE

Hi @TeeterVT can you have your admin check to see if you have permission to set marketing contact status?


If my reply answered your question please mark it as a solution to make it easier for others to find.


Jennifer Nixon
0 Upvotes