1 Accepted solution
Hey @LINCScott, very good question! I really appreciate the detailed description.
It definitely gets tricky when you're trying to use a contact action to trigger something on the deal level. Like you said, you have to tell HubSpot to find at least one associated deal with the contact who took the action and then configure the actions from there. But what if you could work entirely out of the contact record? That's usually my go-to.
What I think you could do here is recreate your "Coaches" property as a HubSpot user property at both the contact and the deal level:
The "HubSpot user" property type will automatically pull and update a list of all of the users in your HubSpot account. HubSpot can also recognize it as an owner field, so you'll have more usability in workflows and such vs a dropdown select field.
From there, use the new "Coach 1" and "Coach 2" HubSpot user properties on the deal record. You can then create a deal workflow that will copy the values for "Coach 1" and "Coach 2" at the deal level to "Coach 1" and "Coach 2" at the contact level for all associated contacts. You've effectively "tagged" that contact with the coaches set at the deal level. If the coaches will change, you can always set the workflow to trigger at a later deal stage or at a specific time right before the feedback survey needs to go out.
From there, you'll have all of the data that you need in the contact record! You can configure the workflow as needed to send the Slack notification/HubSpot notification/internal email notification to the contact owner, Coach 1, Coach, 2, and the pertinent executive. You don't even need to worry about hunting down the associated deal and properties from there since you've already extracted the data you need.
Hope this helps!!
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Hi @LINCScott
Adding a few points to this query.
This is how you can create the workflow if you have limited coaches. Here the Coaches property I am using is Hubspot user.
I hope it helps!
Thanks
Hey @LINCScott, very good question! I really appreciate the detailed description.
It definitely gets tricky when you're trying to use a contact action to trigger something on the deal level. Like you said, you have to tell HubSpot to find at least one associated deal with the contact who took the action and then configure the actions from there. But what if you could work entirely out of the contact record? That's usually my go-to.
What I think you could do here is recreate your "Coaches" property as a HubSpot user property at both the contact and the deal level:
The "HubSpot user" property type will automatically pull and update a list of all of the users in your HubSpot account. HubSpot can also recognize it as an owner field, so you'll have more usability in workflows and such vs a dropdown select field.
From there, use the new "Coach 1" and "Coach 2" HubSpot user properties on the deal record. You can then create a deal workflow that will copy the values for "Coach 1" and "Coach 2" at the deal level to "Coach 1" and "Coach 2" at the contact level for all associated contacts. You've effectively "tagged" that contact with the coaches set at the deal level. If the coaches will change, you can always set the workflow to trigger at a later deal stage or at a specific time right before the feedback survey needs to go out.
From there, you'll have all of the data that you need in the contact record! You can configure the workflow as needed to send the Slack notification/HubSpot notification/internal email notification to the contact owner, Coach 1, Coach, 2, and the pertinent executive. You don't even need to worry about hunting down the associated deal and properties from there since you've already extracted the data you need.
Hope this helps!!
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