Hi Richard, in that case, could you just copy across the Deal TCV?
- workflow triggers on TCV property is ‘known’, and permits deal re-enrollment
- then copies the Deal TCV property to Deal Amount
That property is also automatically updated by HubSpot per deal. If you need custom code then sure thing - I was just curious as there are four calculated fields on each deal that you can copy to deal amount:
- Total contract value (TCV),
- Annual contract value (ACV),
- Annual recurring revenue (ARR)
- and Monthly recurring revenue (MRR).
We ended up writing a help page on automating deal value because it comes up regularly for apps like DoPricer which change line item prices and discounts in the background via the API. So the workflow keeps the deal amount accurate.
best
Pete