Reduce Deal amount based on associated deals

Smart CRM & Sales Hub CRM
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1

I want to create a master Deal (stays in Recon) example $100,000

If a Closed-Won deal gets created and associated to this Deal for $25,000 I want to reduce the amount of the Master Deal to be $75000

Is this possible with a workflow, or API?

2

Yes, this is possible, but not with a standard HubSpot workflow. You’ll need to use either a custom code action within a workflow (which requires Operations Hub Professional or Enterprise) or an external API integration.

The standard workflow tools can’t perform actions on associated deals; they can only affect the deal that is enrolled in the workflow or its associated contacts/companies.

Method 1: The Best Solution - Custom Code Workflow (Ops Hub Pro+)

This is the cleanest and most manageable way to achieve your goal directly within HubSpot.

Here’s the process:

  1. Create a Deal-based Workflow: Set the enrollment trigger for when a deal’s Deal Stage is any of Closed-Won.

  2. Add a Custom Code Action: This is where the magic happens. You’ll write a small snippet of code (in Node.js or Python) that runs when the deal is closed.

  3. The Code’s Logic:

    • The code will receive the Amount and Deal ID of the Closed-Won deal.

    • It will use the HubSpot Associations API to find any other deals associated with this one.

    • It will loop through the associated deals (your “master” deals) it finds.

    • For each master deal, it will:

      • Read the master deal’s current Amount.
      • Calculate the new amount by subtracting the Closed-Won deal’s amount.
      • Use the HubSpot API to update the Amount property on the master deal record.

:white_check_mark: Pros: Fully contained within HubSpot, secure, and triggers in real-time. :warning: Prerequisite: Requires an Operations Hub Professional or Enterprise subscription.

Method 2: The API/Webhook Approach

If you don’t have Operations Hub Pro, you can build a custom integration using the HubSpot API. This is more complex and requires a developer and an external server to host the application.

Here’s the process:

  1. Set up a Webhook: You would create a webhook in HubSpot that sends a notification to your external application every time a deal stage changes.
  2. Build an Application: Your application would “listen” for these webhook notifications.
  3. Filter and Act: When your app receives a notification about a deal moving to Closed-Won, it would then execute the same logic as the custom code action described above, using a series of API calls to find the associated master deal and update its amount.

:white_check_mark: Pros: Extremely powerful and doesn’t require a specific HubSpot Hub subscription. :warning: Cons: Requires significant developer resources, ongoing maintenance, and an external server to run the code.

Why a Standard Workflow Fails

To be clear, a standard workflow can’t do this because its actions are limited. While it can trigger on the $25,000 Closed-Won deal, it has no native action to “find an associated deal and then decrease its property value.” The scope of its actions is limited to the enrolled deal itself.

3

Hey @Raflab!

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You can find more information in our Terms of Use.
Thanks!

4

Hi @JTowner,

Yes, you can with few new properties at deal object.

1. Sub-deal Amount - This property will count a total amount of sub-deal associated with the master deal. In my example, I only want to rollup when associated deal mark as closed won.

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2. New Deal Amount - Now create a another property which store a original master deal amount but when first time deal amount set on master deal AND after that time only when step 4 workflow got executed.

3. Print This Amount - Create a another calulation property which use to substract Sub-Deal Amount from the New Deal Amount and store to print on a master deal.

4. Create a workflow to print a new value on “Print This Amount” to the Amount property on deal.

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5

This looks good, but I have not see Print this amount options, do you mean edit?

THANK YOU!

6

You need first to create a “Print This Amount (example name)” calculation property to get a value. Once you have a value for this property, you can proceed to the next step.
Does that clear your query? Send me a PM if you still have an any query!