Tips, Tricks & Best Practices

KatyG1
Participant

Slack alert - Old Amount and New Amount

SOLVE

Hello!

 

I'm building out a series of Slack alerts around changes in deals. I built one for when the Amount changes, but would like to include the previous Amount value. 

I'm thinking about how I could save this value in a "history" field OR use the value from "1 day ago" to compare. 

 

Any ideas here? Thank you in advance!

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Slack alert - Old Amount and New Amount

SOLVE

Hi @KatyG1,

 

Here's what you could do:

  • Create an Old amount property
  • Create a workflow that reenrols records when Amount changes, them delays for 10 minutes, them copies the value from Amount to Old amount

As long as the Slack message is sent within those 10 minutes, Old amount will not have been updated to the new amount yet and you can include it in a Slack notification.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Slack alert - Old Amount and New Amount

SOLVE

Hi @KatyG1,

 

Here's what you could do:

  • Create an Old amount property
  • Create a workflow that reenrols records when Amount changes, them delays for 10 minutes, them copies the value from Amount to Old amount

As long as the Slack message is sent within those 10 minutes, Old amount will not have been updated to the new amount yet and you can include it in a Slack notification.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes