Workflow - goal to a deal created in the workflow

javiadas
Member

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

0 Upvotes
3 Replies 3
JessicaH
HubSpot Alumni

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).

 

workflow.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


Wusstest du, dass es auch eine DACH-Community gibt?
Nimm an regionalen Unterhaltungen teil, in dem du deine Spracheinstellungen änderst !


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


0 Upvotes
javiadas
Member

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 ??

0 Upvotes
JessicaH
HubSpot Alumni

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

 


Wusstest du, dass es auch eine DACH-Community gibt?
Nimm an regionalen Unterhaltungen teil, in dem du deine Spracheinstellungen änderst !


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


0 Upvotes