I’m in the process of creating a workflow that had branches based on the number of connected calls. When testing the actual count does not match the connected calls count in the Deal. What does Hubspot take into account when counting a call? Is call duration a factor?
Can you share a screenshot of an example where they dont match?
Usually “connected” is a call outcome and is set by the person logging the call.
Hi @RAdem,
Could you please share a screenshot of the actual branch criteria, not the test results?
Best regards
@RAdem the connect count is simply a numeric representation of the call outcome, see below:
You can also see this in your filters. “Deal is associated to any call and associated call has all of…” (singular) You’re just checking whether there is at least one call meeting the criteria.
If you want to count the connected calls on a deal, you would have to create a roll-up property: Create calculation and rollup properties
Once you have this property, you can use it in your branch.
Thanks Karsten - how are we able to see the Connected Count on a contact and company
Hey @NAttoh8, following up on this!
Just a note on the “connect count”: this number actually reflects the Call outcome field, so it doesn’t count actual connected calls, just their outcomes.
In your workflow, the branch only checks if there’s at least one matching call, not the total connected calls.
To branch based on the real count of connected calls, as @karstenkoehler suggested (thank you!), you can create a calculation (roll-up) property on the deal that counts calls with outcome = Connected, and use that in your workflow.
You can use the same method for contacts and companies too!
I hope this helps!
Bérangère
Ah got it. Can you share the details of the criteria where it is failing? Initial thoughts is there is a mismatch between where you are seeing it pass vs fail