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mariselvi
Member

Creating workflows for auto-update of priority based on deal score

SOLVE

I have a custom field with scoring field type called "New Deal Score". I started creating workflow for priority automation based on deal score. So I set filter condition as deal score above 80 as high priority & found contract won deals also have assigned in high priority. So i added another filter condition as deal stage none of "contract won/lost" in same worflow & still i see contract won deals assigned in high priority. How should i tackle this?

0 Upvotes
2 Accepted solutions
Jigar_Thakker
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Creating workflows for auto-update of priority based on deal score

SOLVE

Hi @mariselvi ,

Based on your context, It looks like the issue may be related to how HubSpot processes workflow filters and the timing of those conditions. 

 

To resolve this, ensure that your workflow’s enrollment trigger includes all necessary conditions and does not include deals that are already in the "Contract Won" stage. 

 

Specifically, set the condition to New Deal Score > 80 and add an AND condition to exclude deals in the "Contract Won" or "Contract Lost" stages. This will ensure that only deals with a New Deal Score > 80 are enrolled, while explicitly excluding those in the "Contract Won" or "Contract Lost" stages.

 

Additionally, HubSpot workflows can sometimes be triggered by property changes. If a deal moves to the "Contract Won" stage after being enrolled, the stage change may bypass or override the filtering logic. I recommend verifying that the "Deal Stage" property is updated as part of the trigger conditions to prevent this from happening.

 

If this helps, feel free to mark it as the solution ✔️ and give it an upvote 👍 !

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franksteiner79
Solution
Key Advisor

Creating workflows for auto-update of priority based on deal score

SOLVE

Hi @mariselvi 

 

Please read my previous comment carefully!

 

When you created the workflow without the "added filter condition as deal stage none of "contract won/lost" that will have set the high priority for all deals with a score above 80, regardless if they have been won or lost. If you have not manually (or in bulk) reset/cleared their priority, it will still remain high.

 

Right now I would simply clear the priority for all won/lost deals via bulk edit.

But keep in mind if any of your high priority deals that are not yet won or closed are being marked as won or closed these will also retain the high priority value. So either you create a second workflow to clear the priority when a deal is won or lost or you simply ignore won/lost deals, fankly who cares what their priority is - when they are won or lost they are finished.

 

Frank

Found my comment helpful? Great! Please mark it as a solution to help other community users.


Frank Steiner

Marketeer | HubSpot Expert | CRM Consultant

InboundPro

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4 Replies 4
Jigar_Thakker
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Creating workflows for auto-update of priority based on deal score

SOLVE

Hi @mariselvi ,

Based on your context, It looks like the issue may be related to how HubSpot processes workflow filters and the timing of those conditions. 

 

To resolve this, ensure that your workflow’s enrollment trigger includes all necessary conditions and does not include deals that are already in the "Contract Won" stage. 

 

Specifically, set the condition to New Deal Score > 80 and add an AND condition to exclude deals in the "Contract Won" or "Contract Lost" stages. This will ensure that only deals with a New Deal Score > 80 are enrolled, while explicitly excluding those in the "Contract Won" or "Contract Lost" stages.

 

Additionally, HubSpot workflows can sometimes be triggered by property changes. If a deal moves to the "Contract Won" stage after being enrolled, the stage change may bypass or override the filtering logic. I recommend verifying that the "Deal Stage" property is updated as part of the trigger conditions to prevent this from happening.

 

If this helps, feel free to mark it as the solution ✔️ and give it an upvote 👍 !

franksteiner79
Key Advisor

Creating workflows for auto-update of priority based on deal score

SOLVE

Hi @mariselvi 

 

When you say "still i see contract won deals assigned in high priority" - have you cleared that value after you initially realised closed deals were included in your workflow. Asked differently, have you checked when these deals got assigned high priority and was it after you made changes to the workflow?

 

Have you checked these deals against the workflow trigger?

 

Have you investigated when and how they got enrolled?

 

Frank

Found my comment helpful? Great! Please mark it as a solution to help other community users.


Frank Steiner

Marketeer | HubSpot Expert | CRM Consultant

InboundPro

Let's Talk About Your Project
0 Upvotes
mariselvi
Member

Creating workflows for auto-update of priority based on deal score

SOLVE

I noticed that contract won deals are assigned high priority only when i created workflow with filter condition as deal score above 80 as high priority. So I then went & edited workflow filter condition & added filter condition as deal stage none of "contract won/lost". After the changes , I clicked save & enroll existing contacts & still found lost/won deals. What should i do to remove this from my priority list

0 Upvotes
franksteiner79
Solution
Key Advisor

Creating workflows for auto-update of priority based on deal score

SOLVE

Hi @mariselvi 

 

Please read my previous comment carefully!

 

When you created the workflow without the "added filter condition as deal stage none of "contract won/lost" that will have set the high priority for all deals with a score above 80, regardless if they have been won or lost. If you have not manually (or in bulk) reset/cleared their priority, it will still remain high.

 

Right now I would simply clear the priority for all won/lost deals via bulk edit.

But keep in mind if any of your high priority deals that are not yet won or closed are being marked as won or closed these will also retain the high priority value. So either you create a second workflow to clear the priority when a deal is won or lost or you simply ignore won/lost deals, fankly who cares what their priority is - when they are won or lost they are finished.

 

Frank

Found my comment helpful? Great! Please mark it as a solution to help other community users.


Frank Steiner

Marketeer | HubSpot Expert | CRM Consultant

InboundPro

Let's Talk About Your Project