Sales Hub Tools

TLovering
Teilnehmer/-in

Workflow to make an announcement when a new deal is won

lösung

I'm looking to set up a workflow that genreates a Slack message (or email) when the Deal Stage is changed to Closed Won. Here's what I've set up, but it doesn't seem to work.

Screenshot 2023-05-09 at 11.18.20 AM.png

1 Akzeptierte Lösung
TLovering
Lösung
Teilnehmer/-in

Workflow to make an announcement when a new deal is won

lösung

Hi Jacob, thanks for the quick reply. It turns out it is working, and I was just being impatient. It looks like there was about a 20 minute delay from changing the deal state to the message appearing in Slack. Doh!

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3 Antworten
TLovering
Lösung
Teilnehmer/-in

Workflow to make an announcement when a new deal is won

lösung

Hi Jacob, thanks for the quick reply. It turns out it is working, and I was just being impatient. It looks like there was about a 20 minute delay from changing the deal state to the message appearing in Slack. Doh!

jolle
Trendsetter/-in | Partner
Trendsetter/-in | Partner

Workflow to make an announcement when a new deal is won

lösung

Love to hear it!!

Jacob Olle

Marketing Operations Manager

HubSpot Certified Trainer

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0 Upvotes
jolle
Trendsetter/-in | Partner
Trendsetter/-in | Partner

Workflow to make an announcement when a new deal is won

lösung

Hey @TLovering, thanks for reaching out!

 

Can you share more information about how it's not working? I'm not sure this is enough information to troubleshoot the issue.

 

If you have multiple deal pipelines, make sure you have the appropriate one selected for the workflow.

 

You can also check out the workflow details to see the enrollment history and action logs (more info in this HubSpot Knowledge Base article). That's a great resource to review the executed actions and identify errors.

 

Happy to share additional thoughts if you can walk us through what's not working and what you've tried already! Thanks!

Jacob Olle

Marketing Operations Manager

HubSpot Certified Trainer

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