How to use the "This deal's" condition in automations

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You can specify a deal with the “This deal’s” conditions in an automation to ensure the correct deal is being updated. “This deal’s” conditions are very useful if Contacts have multiple or older deals. You can use this wherever a segment is available in an automation. For example, an If/Else action or a Goal.

Take Note

  • Deal triggers only trigger for the primary contact on a deal. Only the primary contact information will be updated

How it works

For any “This deal’s” condition to apply, the deal must trigger the automation by one of the following deal triggers:

  • Field changes (for Deal fields only)
  • Enters a pipeline
  • Deal stage changes
  • Deal status changes
  • Deal Value changes
  • Deal Owner changes

If a contact enters an automation manually, (eg, add a contact to an automation from their profile page or the bulk editor), or with any other trigger, it will fail to meet "This deal's" conditions.

Note that you can use “This deal’s” conditions while segmenting a trigger as long as the contact is entering via one of the deal triggers listed above:

Trigger Specific Conditions while segmenting trigger must use deal trigger.jpg

Once a deal trigger has been created, the following “This deal’s” conditions will appear in the segment builder under “Trigger Specific Conditions”:

  • This deal's stage
  • This deal's status
  • This deal's owner
  • This deal's value
  • This deal's title
  • This deal's Forecasted Close Date

Trigger Specific Conditions in automation actions.jpg

If you were to remove any of the above mentioned triggers when using any of the “This deal’s” conditions there will not be a notice or error message to note that the “This deal’s” segments will not apply. You will need to update the segments manually.

Example of how it works

Let’s say you want to create an automation that sends a targeted campaign to Deals with a value greater than $200, when a stage changes.

To do that, you would use the “Deal stage changes” start trigger and select the desired pipeline. Then you would use the If/Else action and set up the segment as “This deal’s value” “Greater than” and “200.” 

Example automation action using This deals value is greater than 200 in if:else.jpg

If you were to use the “has deal with value” condition, the automation will search through all deals on that contact to see if any of their deals meet this condition.

From here, you can create the targeted email down the “Yes” path. Here is an example of the automation steps above:

Example automaiton.jpg

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