Calculated Properties Support for More Property Types

HubSpot Ideas

Status: Idea Submitted

1

I would like to create a company property that calculates a number based on the value of five different dropdown company properties.

The field I would like to create for my use case is “Number of Enrolled Services.”

Each of these five company properties has the same dropdown options: Yes, No, Past Customer

They are used to keep track of which of our five services each company is enrolled in.

The calculated field would have a value equal to the number of these five properties that are set to Yes.

Currently, this is not possible.

This also ties into simplifying conditional logic for use in workflows, lists, and ABM.

For instance, when creating lists, workflows, or interacting with ABM, if I want to target companies with all five services, four services, or three services, there will be very complex conditional logic involved.

However, if I had this calculated field, I could avoid a great deal of complex conditional logic.

2

We are trying to do the same thing more or less: Total employees - total employees using our service. Seems like an easy task but difficult when looking at Hubspot properties unfortunately.