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Question

Is it possible to trigger from the movement of a deal stage in HubSpot but set it so its either or of 2 stage?

  • 15 July 2024
  • 3 replies
  • 15 views

I don’t know If I have explained it really badly in the title but I want to create an automation so “IF a deal stage is either one of 2 stages THEN send a email”.

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3 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @crossfitware 

Try using a Filter or Paths as step 2:

https://zapier.com/apps/filter/help

https://help.zapier.com/hc/en-us/articles/8496288555917

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
C
Userlevel 1
Badge

@Troy Tessalone but what would the trigger be? As you cant trigger from a branch?

Troy Tessalone
Userlevel 7
Badge +14

@crossfitware 

If you can’t select multiple Deal Stages in the HubSpot trigger, then you may need separate Zaps for each Deal Stage.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
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