DEAL SOURCE: Custom Deal Property Automation (from Contacts and Company)

Smart CRM & Sales Hub CRM
1

We want to create a DEAL in Hubspot, we want a workflow to then run a number of checks against COMPANY and CONTACTS properties.
What we are looking to achieve is an automated approach to tagging a Custom Property called ‘DEAL SOURCE’ with one of three options based on certain criteria.
The three tags are:

  • Marketing Sourced: workflow to check all CONTACTS associated with the COMPANY that is associated with the DEAL, to see if any of them have been an MQL in the last 12 months - if they have, the ‘DEAL SOURCE’ will be marked as ‘Marketing Sourced’
  • Partner Sourced: the workflow will check whether or not the deal property is marked as ‘PARTNER’
  • Sales Sourced: If neither of the above criteria is met, then the ‘DEAL SOURCE’ will be marked as ‘Sales Sourced’

The workflow on paper makes sense, but when a workflow is triggered by a ‘deal date is known’, I can’t see options to look at all CONTACTS associated with the associated company on the deal to see if there are any MQLs.
Is there a way to do this, or is there a simpler way we can achieve this deal source goal, in an automated manner that will serve our reporting needs?

2

So it gets complicated when you are trying to look at multiple pieces of data to try and associate things. What I have found myself doing is having deal creation triggered by setting a field on a contact or company (Depending on where you like). This way I can copy all the key information about where the deal began right at that point over, and also associate the initial MQL contact to the deal directly. This also allows you to pull associated contact history to the deal created.

3

Hey Justin. Thanks for the response. I’ve worked on this for most of the day and must say, your approach is the most feasible I have found. I will implement this for now until some one can tell me a better way to do it.
Again thanks for responding.