topic Re: Associate a deal with an active sequence in Tips, Tricks & Best Practices

Associate a deal with an active sequence

ZBrown58 — Thu, 04 Jan 2024 21:40:52 GMT

Hi-

I'm currently working on enhancing our deal tracking capabilities in HubSpot and need some guidance. My goal is to create a report that identifies open deals with two specific criteria:

The deal does not have a scheduled next step.
No associated contact is enrolled in our custom "Stalled Opp" sequence.

I've successfully created a report for deals lacking a next step. However, I'm encountering a challenge in incorporating the sequence enrollment status. My initial thought is to create a new property within the Deal record that mirrors the "Currently in Sequence" status of an associated contact.

Could anyone provide insights or suggestions on setting up a workflow to achieve this? Any advice or steps to link these two pieces of information effectively would be greatly appreciated.

Thanks in advance!
Zach

Re: Associate a deal with an active sequence

karstenkoehler — Fri, 05 Jan 2024 05:41:40 GMT

Hi @ZBrown58,

Is there a reason you want this to be a separate property on the deal object? You could create a list for contacts where Currently in sequence is True, then create a second list of deals which are associated to contacts who are on this list OR where there is a next activity date. This is the opposite of what you're looking for but we can flip it around: All deals not on the second list are the ones you're looking for.

You could now either visualize these deals using a third list (deals who are not a member of the second list) or create a report that has a report filter to exclude the second list, leaving only deals without a next activity date and without any associated contacts currently in a sequence.

In other words: I would use lists and list membership (or the lack thereof) to solve this, not additional properties.

Best regards!

Re: Associate a deal with an active sequence

ZBrown58 — Tue, 05 Mar 2024 20:16:53 GMT

Late response, but this is perfect. Thanks for the help!