Create a workflow based on count of deal

[GaurangW]

I want to create 2 workflows -

• To display total count of deals based on their sub-criterias i.e. in-person, virtual etc where I only want to know how much in-person deals are completed.
• Based on the above workflow's number, I want to trigger an email if any of the contact or the company has reached the 10 count.

[karstenkoehler · Accepted solution]

Hi @GaurangW,

HubSpot has default properties for this, e.g. "Number of associated deals", but correct, these do not break down into your custom categories.

However, roll-up properties let you do that exactly: https://knowledge.hubspot.com/properties/create-calculation-properties

The approach would be as follows:

1. Decide on the object (e.g. you want the number on the contact or company object)
2. Create a roll-up property that counts how many deals there are associated to the company with the condition that, e.g. deal type = in-person
3. After creating the roll-up properties, you can create filtered views and automation based on them

You would need one roll-up property per number you want to count.

Have a look at the linked documentation and let me know if you have any follow-up questions!