Competing Workflows

CRM & Sales Tips, Tricks & Best Practices
3

Hey @Stacks42,

Here are some workaround that you can use in your workflows to avoid creating duplicate tasks by adding logic to check if a task with a specific title already exists.

Option 1: Use Workflow Enrollment Triggers to Avoid Overlap

  1. Edit Workflow Enrollment Triggers:
    • For each workflow, add an enrollment trigger to check if a task with a specific title or creation time already exists.
  2. For example:
    • Add a filter like: Activity Type > Task > Title contains “Hot Lead” (or your task title).
    • Add another filter: Activity Date is less than X hours ago (adjust to 1 hour, for example).
    • This prevents the workflow from triggering if a similar task already exists.

Option 2: Add Workflow Goal Criteria

  1. Open each workflow and define a goal to automatically unenroll contacts if certain conditions are met.
  2. Set the goal criteria to check for:
    • A task with a specific title.
    • Task creation within the last hour.
  3. Example:
    • Activity Type > Task > Title contains “Hot Lead”
    • AND Activity Date is less than 1 hour ago.
    • This ensures contacts unenroll from the workflow if such a task exists.

Option 3: Use Conditional Logic in Workflow Actions

  1. Add an If/Then Branch in the workflow to check for existing tasks before creating a new one.
  2. In the branch, check for:
    • Activity Type > Task > Title contains “Hot Lead”
    • AND Activity Date is less than 1 hour ago.
  3. If the condition is met:
    • Do nothing.
  4. If the condition is not met:
    • Create the task.

Give it a try using any of these method and let me know if you have any questions.

Thank you.