Latest deal end date

CRM & Sales CRM
1

Hello,

I need to create a workflow that will populate a field on the company level. So we want to start monitoring dormant clients/companies in our system, we would like a workflow that will look at all the deals of a respective company and look at which deal has the latest project end date and paste this on to company level. I guess this would be a somewhat roll up feature is this possible in HUbspot? The end date is a field all deals

2

Hey @CClark3, thank you for posting in our Community!

You can create a workflow to update a company-level property with the latest deal end date. While HubSpot doesn’t have a native roll-up feature, you can set up a workflow that triggers on deal creation or update, compares the deal end dates, and updates the company property with the most recent one. This will help you monitor dormant clients based on the latest project end date.

To our top experts @TomM2 and @Brenner any recommendations for @CClark3 matter?

Thank you,

Pam

3

Hi @CClark3,

HubSpot isn’t very good at directly checking if something is the latest of something. However, with an additional workflow, this can be achieved still:

  1. Create two custom company date properties: ‘Last deal project end date’ and ‘Latest deal project end date’
  2. Create a deal-based workflow that **re-**enrolls deals when the deal project end date is known, then copies the value into ‘Last deal project end date’ on the associated company (using ‘Edit record’ workflow action)
  3. Create a company-based workflow that **re-**enrolls companies when the ‘Last deal project end date is known’, then add an and/or branch whose first condition checks whether the ‘Last deal project end date’ is before the ‘Latest deal project end date’ – if so, do nothing, in the second branch, use the ‘Edit record’ workflow action to copy the value from ‘Last deal project end date’ into ‘Latest deal project end date’

Best regards!

4

Hi, @CClark3 !

@PamCotton and @karstenkoehler were amazing in their replies.

Just to improve it, I like adding association labels between Company and deals to make it easier. In this case, you can select only the deal that you need to do some action.

This article can help you