Workflow: Updating Customer Journey based on Impact Driver Status

Updating Customer Journey Status in HubSpot

Objective

This articly outlines the steps to update the customer journey property in HubSpot when an impact driver status changes to closed one.

Step 1: Access Workflows 0:00

• Open HubSpot and navigate to the workflows section.
• Select 'Create a workflow from scratch'.

Step 2: Set Trigger for Workflow 0:39

• Choose 'When data changes' as the trigger.
• Select 'Life cycle stage' and filter for your existing customer base.
• Add a condition for the impact driver.
• Select 'Re-onboarding workshop' and set it to trigger when it moves to 'closed one'.

Step 4: Set Timeframe for Updates 1:41

• Specify that the update should occur if the re-onboarding workshop was updated in the last day.

Step 5: Allow Re-enrollments 1:52

• Enable the option for re-enrollments in the workflow.

Step 6: Update CRM Records 2:03

• Choose to update records in the CRM.
• Select 'Customer journey' property and set it to 'adoption'.

Step 7: Save and Publish Workflow 2:15

• Save the workflow.
• Review the settings and publish the workflow.

Step 8: Turn on the Workflow 2:30

• Activate the workflow by turning it on.

Step 9: Verify Updates 2:38

• Check the customer journey fields for the relevant customers.
• Ensure that the status updates correctly to 'adoption'.

Step 10: Confirm Changes 3:16

• Verify that the property has been updated successfully.

Cautionary Notes

• Ensure that the correct filters are applied to avoid unnecessary updates.
• Double-check the impact driver selection to ensure accuracy.

Tips for Efficiency

• Regularly review workflows to ensure they are functioning as intended.
• Use consistent naming conventions for impact drivers to avoid confusion.