Hi @DLeBlanc,
At this stage, workflows don’t have the capability to comparing objects or counting objects. Workflows treat objects one by one. That’s why currently the only way to approach this, is by looking at the contact or company property Associated deals (the total number of all associated deals) or with a custom calculation property:
This would count the number of deals that have a name and that are associated with a contact (or company) in a pipeline. It would not check whether these are duplicates, it would county how many deals exist in the same pipeline.
You could then send a notification to the object owner when this number is greater than 1.
Without calculated properties, this would be the next best thing:
This workflow would check whether a contact has two deals and at least one of them is in the designated pipeline. You could further narrow this down by Deal stage and other criteria, but HubSpot will always only check whether one deal fits these criteria. That’s a limitation of the product at the moment.
Still, when there are two deals associated with a contact or company, you could notify the owner and let them know that there might be a duplicate.
Hope this helps!