I’d like to be able to show the number of associated contacts I have for each of my custom object records (call it prospect events).
In short, I should be able to make a small database of upcoming events - associate the contacts (vendors) or deals (prospects) who are attending the event and then a simple graph:
x-axis: Prospect Event Name (Custom Object Property)
y-axis: # of Associated Contacts
When I click on the bar, I should be able to see the names of people attending the event.
Hi @JKlebanow,
You should be able to leverage a calculation property for this. Choose the calculation type “Count”, select the desired associated record type (Contact, Deal) and use “Create date” as the associated record property. This should then count all associated records of that object.
Hope this helps!
Yes this definitely solved it! Thanks.
This is a huge help. Thanks @karstenkoehler !
thanks it worked perfectly
In a follow-up here, this method has updated slightly with some HubSpot updates since this solution in 2022. Instead of a calculation property, count is now an option under the Rollup field type.
So a slight adjustment here:
- Go to your custom and hit the button “create property”
- Instead of calculation as the field type, select “Rollup” as the field type
- Then select “Count” as the Rollup type
- Choose Number format (I prefer Unformatted)
- Choose the associated record type of “Contact”
- Choose association labels (likely default to “All association labels” if you have a singular, standard association setting fo the custom object
- Choose the associated record property of “Create Date”
- (optional to add contisional settings but not required.
- Click save
Screenshot attached to this update and hope this helps!
Thanks!
Caroline