Hey,
We’re going to create a private app, and We want to see how much revenue we are doing with a certain customer. And track this business per month, quarter, year and so on.
So one of the ideas were creating a deal with help of private app, but we don’t know how to add an associated company to this deal. So we can create a report and look how much revenue we got from each company.
We will have a lot of orders with each customer (company), and track this business, so it couldn’t be just a new field in company information.
Thank you!
@AndrewT1 - I’m sure your situation is more complex that you have described here. As I read it, you want to create one or more ‘virtual deal’ objects to which you associate Company records. And then a rollup calculated field could sum revenue on the associated Company record from the associated virtual deals. Is this essentially correct?
As a challenge, it seems like might be pretty standard. The API key from thr private app might be useful for supporting custom association logic (using Accounts Dashboard | HubSpot) but otherwise it seems you can use standard property definitions and workflow logic.
So perhaps I’m missing a key point?
Steve
We need to create one ‘virtual deal’ object and associate it with Company record when we make a delivery. We will simply create the deal and associate it with the Company. We don’t need to create a separate field for the sum revenue, as we will generate reports in HubSpot that include deal amounts. Thanks.
So, is using the associations API helpful here?
Steve