Workflow - goal to a deal created in the workflow

[javiadas]

Hi, 

Just want to know how to archive this.

I created a workflow where in the first steps of thee workflow we create a deal for that contact.

the trigger of the workflow is a form submit

How can i make the goal of that workflow to be the closing won of that deal just created in the same workflow

Thanks

[JessicaH]

Hi @javiadas

Thanks for reaching out.

I wanted to share this resource with you that explains how to use goals in contact-based workflows (see GIF).

Please note: These goal criteria would be triggered when "at least one associated deal" meets them. This doesn't mean that it is necessarily the deal that has been created in the workflow.

I hope this helps.

Take care!

Jess

[javiadas]

Thanks.

I see this is just for any deal associated to this contact, but is there a way to make it just to the deal just created in the workflow ??

[JessicaH]

Hi @javiadas,

Currently it is not possible to just do this for the deal created in the workflow.

If you would like to see this implemented in the future, I would recommend sharing this idea in our ideas forum. 

Take care!

Jess