What is the Difference Between a Contact Workflow and a Deal Workflow in HubSpot and When to Use Them

 

Here are Differences Between a Contact Workflow and a Deal Workflow in HubSpot and When to Use Them:

1. Creating workflows
2. Contact workflow
3. Deal workflow

 

 That’s it! Now you know the Difference Between a Contact Workflow and a Deal Workflow in HubSpot and When to Use Them

 

What is Good Team?

Good Team is a HubSpot Partner Agency, as a Certified Solutions Partner with HubSpot we are committed to helping companies grow better. We do that in many ways: Management, Projects, Support, or Resources.

 

Fill out the form below to access our 40-point DIY HubSpot Audit with Videos!

 

Aren’t able to watch Difference Between a Contact Workflow and a Deal Workflow in HubSpot and When to Use Them? Read the Captions here:

Hello, this is Francis
from good team.
And today I’m going
to show you and talk
through the difference
between a contact
based workflow and a
deal based workflow.
There are many different
types of other different types
of workflows.
But today
specifically, I’m going
to talk through
contact and deal based.
Those are the most
popular workflows
that we use for on behalf of
clients for marketing and sales
purposes.

So everything is just
very confusing for me.
When I first started in HubSpot
and it seemed like I was always
confused why I couldn’t
associate deal properties
in a workflow.

And it wasn’t until I
understood the difference
in kind of the
structure of HubSpot
with objects and properties
that it all clicked for me.
So if you go to
create a workflow,
you’ll see all these on the
left hand side, these objects,
you can make workflows
based off of any
of these objects
in the properties
within those objects.
So you’ve got an
object like contact,
and then under the contact
object you have properties
like first name,
last name, email.
Same thing with
companies, deals, tickets.
With deals, especially if
you’re supporting or working
on a sales team using pipelines.
You want to set up
automations or update.
Automate the updating of
properties based on action.
Whatever sending emails, follow
UPS, tasks, that sort of thing.
So if you try and do that
through the contact based
workflow for a deal property,
you’re not going to be able to.
So what are the differences?
What does it look like?
If you select contacts?
This is a contact
based workflow.

You’ll see that you can work
with all of these properties.
These are all the
contact properties,
so there are deal properties
that you can adjust.
So if associated deal is x,
y and z, then do x, y and z.
But if you look at the
deal based workflow,
there are not nearly
as many properties.
And that’s because you’re
working with a deal.
And the deal properties, not
the content of the contract
properties that make sense.
So this, let’s say
for example, you
want to update if a contact
enter or fills out this form
update their
lifecycle stage, that
is going to be a form submission
action if the contact form.
So then once the form is
submitted and the contact,
we need to update
their life cycle stage
so we’re going to rotate.
Set a property value.

Contact lifecycle
stage two marketing.
Right so you cannot do the same
thing on a deal based workflow.
There is not a option for
triggering a deal workflow off
of a form.
But if you look at
the deal, so let’s
say you want to send an email
if a deal enters a certain stage
of the pipeline.
You can do that based
in a deal workflow,
but you can’t do that
based on a contract.
So let’s say deal pipeline.
Is any of sales pipeline and
the deals page is any of.
Let’s say Carlos lost
What we want to do is to
send them a follow up email.
So we’re going to
go down to send
an external email to
all contacts associated
with that deal.
Thank you.

Email I’m just
making all this up.
Right so if I try to do that
in a contact based workflow,
it would not work.
There are some workarounds,
especially if I
want to send a follow up email.
If contact has a associated
deal in pipeline and x, y and z,
send email.

But if you’re trying to
automate the moving of deals
or updating deal properties,
you have to do that
through a deal workflow.
So that’s the objective
high level difference
in a contact and a
deal based workflow.

Like I said, if you are.
This works for all objects.
So there are multiple
different types of workflows.
But if you’re new
into HubSpot or you’ve
been working in
HubSpot and you’re just
trying to do a task
that you’re not used to,
this is something that can
get kind of complicated.
So it goes objects in the
properties under the objects.
And what controls and triggers
you can do within a workflow
are based off of the object
you’re trying to work with
and the properties that are
available in that object.
So I hope that
helps and it wasn’t
too complicated or
confusing, but that
is how you understand and use
the difference in contact based versus a deal based workflow.