I want to create 2 workflows -
- To display total count of deals based on their sub-criterias i.e. in-person, virtual etc where I only want to know how much in-person deals are completed.
- Based on the above workflow’s number, I want to trigger an email if any of the contact or the company has reached the 10 count.
Hi @GaurangW,
HubSpot has default properties for this, e.g. “Number of associated deals”, but correct, these do not break down into your custom categories.
However, roll-up properties let you do that exactly: Create calculation and rollup properties
The approach would be as follows:
- Decide on the object (e.g. you want the number on the contact or company object)
- Create a roll-up property that counts how many deals there are associated to the company with the condition that, e.g. deal type = in-person
- After creating the roll-up properties, you can create filtered views and automation based on them
You would need one roll-up property per number you want to count.
Have a look at the linked documentation and let me know if you have any follow-up questions!