What should I do if I only want updates when the deal stage changes in HubSpot? This article will help you understand how to set up your HubSpot to get just the important updates you need. You will learn how to create a workflow that sends you notifications only when a deal stage changes, ensuring you stay focused on what matters most.
- How to create a deal-based workflow that triggers on deal stage changes.
- The importance of using the ‘is known’ condition to detect changes easily.
- How to specify which stage changes you want to be notified about.
- Ways to ensure you receive real-time updates without delays.
- Using custom properties to track important deal stages and updates.
What Should I Do If I Only Want Updates When the Deal Stage Changes in HubSpot?
If you are using HubSpot and want to receive updates only when the deal stage changes in HubSpot, there are some easy steps to follow. Creating a deal-based workflow is one of the best ways to get specific updates. This article will explain how to set up a workflow that meets your needs.
Create a Deal-Based Workflow
First, you should create a deal-based workflow. This type of workflow triggers when the deal stage changes. It is important to set the correct trigger condition. Make sure the workflow auto-enrolls whenever the deal stage is updated. This way, you will only get notifications when something important happens.
Use the ‘Is Known’ Condition
In the workflow settings, you can use the “is known” condition. This is a helpful workaround to detect changes in the deal stage. HubSpot understands ‘is known’ as ‘has changed.’ By using this condition, your workflow will only run when there is an actual change to the deal stage.
Specify the Stage Change Trigger
If you want updates for specific stage changes, you can set up the workflow to trigger for those. For example, you might want to know when a deal moves into the “Closed Won” stage. This way, you will only get updates when it matters most to you.
Ensure Real-Time Updates
To receive updates as soon as the deal stage changes, ensure that your workflow is set to trigger immediately. Avoid using filters like “updated in the last 1 day.” This will help you stay informed in real time.
Custom Properties and Workflows
You can also use custom properties to track the deal stages. For instance, create a workflow that sets a property value when a meeting is scheduled. This can help you move the deal to the next stage without affecting other deals.
If you want to receive updates only when the deal stage changes in HubSpot, consider using an automation tool like Automate.io or Zapier. These tools can help automate the process and ensure you only get the updates you want.
Use Specific Field Watching
Instead of watching the entire record, use the “Watch Record Fields” module. This allows you to specify the exact fields you want to monitor for changes. By doing this, you can reduce unnecessary operations and only get updates when the deal stage changes.
Polling vs. Webhooks
The “Watch Record Fields” module is a polling trigger. This means it checks for changes periodically. If you want real-time updates, you will need to set up a webhook. A webhook sends updates immediately when a specific field changes.
Setting up a custom webhook can help you achieve real-time updates. This involves creating an Outbound Message in Salesforce Flow and using the “Custom Webhook” module in Make to handle the incoming event.
Using specific field watching and webhooks can make your workflow more efficient. This way, your workflow only triggers when the relevant field changes, rather than on every record update.
Remember, if you want to receive updates only when the deal stage changes in HubSpot, you must follow these steps carefully. By setting up the right workflows and using the correct conditions, you can streamline your updates and focus on what matters.
For more information on how to manage your HubSpot workflows and get the updates you need, check out this link.
Conclusion
In summary, if you are wondering what should I do if I only want updates when the deal stage changes in HubSpot, you can easily set up a deal-based workflow to get the notifications you need. By using the “is known” condition, specifying stage changes, and ensuring real-time updates, you can focus only on important changes. You can also utilize custom properties and specific field watching to keep your updates efficient. Following these steps will help you stay informed without unnecessary distractions.
