Base Enrollment Trigger Off Of Associated Company or Opportunity is Edited

Smart CRM & Sales Hub CRM
1

Hi there,

I want to create a workflow that updates a text field on the deal object when an associated company is added. It doesn’t seem like this is possible so I’m trying to just trigger the workflow every time the opportunity is added. Does anyone have suggestions on either of these scenarios?

I’ve tried doing Deal Name is known and keeping enrollment on but it only enrolls when the Deal Name is changed.

Any thoughts would be appreciated thank you!

2

Sorry - “edited” - I’m trying to just trigger the workflow every time the opportunity is edited.

3

Hi @LWest0,

I want to create a workflow that updates a text field on the deal object when an associated company is added.

Are you referring to multiple companies potentially being associated? (I assume so, otherwise the re-enrollment wouldn’t be required.)

This can be achieved by setting up a calculation property that counts how many companies are associated to a deal (similar to the “Number of associated deals” property on the contact record) and using this as a re-enrollment trigger: Create calculation and rollup properties

The calculation property method would be “Count”.

I’m trying to just trigger the workflow every time the opportunity is added

Can you maybe rephrase your requirement? I’m not sure I’m following. You want to update a text field on a deal when a new deal is edited? Would this be a deal associated to the deal (same object association)?

Best regards

4

Hi Karsten!

Thanks for your help. What I’m trying to do is copy Associated Company Names to text fields based on their Labels. There can be multiple company associations. I’ve already figured one way of mapping it based on label in the set property value action but I need to be able to trigger it to know when an associated company has been added. I created a count but its making me specify “is greater than” etc. rather than a “has changed” sort of trigger. What do you suggest there?

Thank you!

5

Hi @franksteiner79,

If you choose the “is known” filter and enable reenrollment for it, it’ll behave like “has changed”.

6

Amazing! thanks to you both that worked!

7

Hi @LWest0

I am with @karstenkoehler - I am not really following with what you are trying to achieve, but that might be the lack of caffeine on my part.

Ignoring HubSpot and HubSpot lingo for a second, can you describe what you want to?

What info do you want to copy from an associated company to a deal, and why?

Cheers

Frank

8

haha I get that - when I was writing it, this was end of day and I’d exhausted all of my solutions.

We have two companies associated to one deal. One is labeled buyer one is labeled seller. Because of the way Hubspots reporting is lacking in reporting on deals with multiple company associations (it shows two line items instead of multiple columns) I want to copy the associated company company name to a text field on the deal page. I’m trying to find a way to trigger the system to know that a company has been associated so that it can copy that info.

Hope that helps and thank you for your help!

LW