How to pick a specific deal in workflow

[AJacob]

I'm wondering if anyone has found a work around for this.

I currently have the potential for a contact and company to create deals in different pipelines. (ie Sign Up Pipeline, Purchasing Pipeline).

I also have workflows to automate the movement through the pipeline stages based on information coming from the product. The issue I'm running into is that in the workflows, I don't have the option to select a deal in a specific pipeline which is causing cases where multiple deals are moving into the wrong pipelines.

I have set up association labels but given the volume coming through, it isn't realistic to manually add to each deal and I can't find anyway to automate if a deal is in a specific pipeline to add a certain association.

Has anyone found a solution to this?

[karstenkoehler · Accepted solution]

Hi @AJacob,

This is a common challenge. I assume that HubSpot is working heavily on association labels. Once these can be set via workflows, we should have a much easier time.

Until then, the only option is to rethink your workflow architecture. Not always, but very often workflows can be redesigned as being based on another object.

For example, your company based workflow is supposed to update one specific deal. Since there are multiple deals, it would update all, not just the correct one. Instead, try creating a deal-based workflow that re-interprets the enrollment criteria of the company-workflow. In the deal-based workflow you have full control over which deals are being enrolled.

Sometimes this requires an assisting company-based workflow still. For example, for a deal-based workflow to kick-off, you might need a company-based workflow to set a property value in a new custom property, just for this purpose, on all associated deals. You can think of this as the company record going around and marking a few deals as generally eligible for what comes next. You can then use this custom property's value to enroll just the one deal you want into a deal-based workflow – using the custom property value and additional criteria.

In some cases, splitting bigger workflows into smaller workflows also helps. If there is one step that could be handled in a deal-based workflow, then simply removing that from the company-based workflow and creating a deal-based one will do the trick.

It's a bit abstract without diving deep into your portal, I hope you can follow.

In short, you currently need to redesign your workflows as deal-based workflows. It can be a bit of a logic puzzle but it's usually possible.

Best regards!