Creating 1 Deal for 2 Leads

[DCrinnion1]

Hi All,

I have a weird situation where I have created a workflow in which when someone books a meeting they go through to the Lead Stage Qualified in the Lead Pipeline and it automatically creates a deal. However if we were going for 2 Leads from the same company and we were to book both those people in the same meeting it puts both of these people in to Qualified (which isn't bad) but it then creates 2 seperate deals. Is there anyway I can fix this? I was playing around with a branch for if working with the same company then only create one new deal but that might stop future leads from being qualified etc. Would love some input.

 

 

[karstenkoehler · Accepted solution]

Hi @DCrinnion1,

A branch is indeed the right way to go about this. Here's what you would do:

1. Create a company calculation property (type rollup) that counts how many open associated deals there are on a company: https://knowledge.hubspot.com/properties/create-calculation-properties
2. Add a branch to your workflow before deal creation, checking whether the contact is associated to a company where the number of open associated deals is greater than 1
3. If yes, send a notification to the contact owner, letting them know that no deal was created because one exists already
4. If no, create the deal

Let me know if you have any follow-up questions!

[DCrinnion1]

 

Hey Karsten! Thank you so much for this I've started putting it together. But just for future and scalability I'm wondering how could I tailor it where say for example that company had a deal closed lost from ages ago. We are now reaching out again to that company and we have now Qualified and Re-Booked them therefore actually we do need another deal, how do I go about that?

[karstenkoehler]

@DCrinnion1 in my previous reply, I had proposed a calculation property for associated open deals. If you have previously closed lost a deal that number would go down again.