I’m having trouble capturing that count. Any help would be appreciated.
Hi @MYahya1,
This would be done with a rollup property on the contact object, see below: Create calculation and rollup properties
However, there is no property out of the box which is accepted by HubSpot in the additional condition. (This is where you would specify that a deal is active.)
In other words, to make this work, you need an additional custom property, ideally a single checkbox property, which contains the information whether the deal is active or not. This property could be again a custom boolean calculation property or be filled by a workflow that enrolls deals based on whether they’re active or not, then sets the property value accordingly.
Once you have this assisting property, you can use it as a condition in the rollup property from the screenshot above.
(Yes, this should be easier, but unfortunately isn’t.)
Best regards!