Increase a contact property whenever an associated deal closes

Smart CRM & Sales Hub Sales Hub Tools
1

I’m trying to create a custom version of Hubspot’s Lead Score system where a lead can continue to have their score improve if they close multiple deals.

Specifically, whenever a deal obtains the “Closed Won” deal stage, increase all associated contacts’ custom property by one.

I have created a “number” custom property that I use to track the custom score. I don’t use a “score” property since with that, a single criterion can only increase the score once.

When I create a contact-based workflow, I can’t use re-enrollment based on a deal closing as the trigger. When I create a deal-based workflow, I can’t use the “Increase or decrease property value” action on associated contacts.

Does anyone know of a way to accomplish this?

2

Hi @mwilhelm,

Instead of using a value on the deal object, have you considered using on of these contact properties for reenrollment? (reenrollment based on “is known”)

  • Recent deal amount: the value of the last closed-won deal associated with that contact.
  • Recent deal close date: the date of the last associated deal that was closed as won.

This of course only works if you can ensure that close date / amount aren’t changed after closing.

Best regards!

3

Yes, this appears to work. Thank you!