topic Merged Deals in Sales Hub Tools

Merged Deals

SHinojosa3 — Wed, 18 Jan 2023 03:15:31 GMT

Is there a way to see how many deals were merged in a particular month? We are working on a report to track all our deals each month and would like to know how many of those deals were merged.

Thanks for any help you can provide.

Re: Merged Deals

karstenkoehler — Wed, 18 Jan 2023 05:36:38 GMT

Hi @SHinojosa3,

Not out of the box but I think there's an acceptable workaround. When a deal is merged, the Record ID updates:

Outside of merging deals, this only happens on the Create date. You can make use of that in a short workflow:

(The obvious limitation is that merges on the Create date itself will not be flagged. Also, this will only work going forward, not historically.)

Hope this helps!

Re: Merged Deals

SHinojosa3 — Sat, 21 Jan 2023 19:53:41 GMT

Hi,

Thank you so much for the input. Unfortunately, when we tested it out with HubSpot. This workaround did not work. It will not capture merged deals as any deal with a record ID and create date after a day would enroll. We tried to use Record ID was updated AFTER Create Date. Unfortunately, this would not work either. Deal created originally technically still have their record ID populated after their create date. Taking a look internally there is not a direct way to see this via workflows. Any other ideas?

Re: Merged Deals

BooleanReview — Fri, 29 Dec 2023 04:28:19 GMT

I'm still interested in a solution to this. Did anyone figure it out?