Creating lists of customers with multiple deals

SOLVE
KatAddison
Participant

I want to be able to create a list of customers who have got multiple bookings with us. 

 

I can't use the 'number of associated deals' as that could include previous quotes that haven't converted or cancelled bookings (both their own stage). 

 

There should be a way to select if a customer has multiple deals in one stage. 

 

Even if we can't do this in lists, it would be good to be able to do it in the deal filters 

1 Accepted solution

Accepted Solutions
karstenkoehler
Solution
Most Valuable Member

Hi @KatAddison,

 

Do you need to know how many deals have been won or would it be sufficient to know than at least one deal was one? In that case you would simply create a contact-based list filtered by Deal properties > Deal stage is any of Closed Won.

 

A workflow-based approach would be increasing a contact number property by 1 every time an associated deal moves into closed won. Unfortunately, HubSpot doesn't let us use the "Increase or decrease property value" action for contact records in deal-based workflows – which means that this workaround becomes a bit convoluted. You would have to use an intermediary custom contact property, for example New deal, which is set to "Yes" by a deal-based workflow whenever a deal moves into the closed won stage. Another contact-based workflow waits for the New deal contact property to be set to "Yes" for contacts, and then increases the value of another custom contact property, Number of associated won deals, by 1, before clearing the value of this New deal property again. Unfortunately, back-filling this property would be unreliable since HubSpot executes these actions within seconds.

 

If you're looking for the contacts with the highest number of associated deals, you could also approach this with a custom cross-object report between contacts and deals, displaying the count of deals, filtered by deal stage, by contact name.

 

Best regards!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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1 Reply 1
karstenkoehler
Solution
Most Valuable Member

Hi @KatAddison,

 

Do you need to know how many deals have been won or would it be sufficient to know than at least one deal was one? In that case you would simply create a contact-based list filtered by Deal properties > Deal stage is any of Closed Won.

 

A workflow-based approach would be increasing a contact number property by 1 every time an associated deal moves into closed won. Unfortunately, HubSpot doesn't let us use the "Increase or decrease property value" action for contact records in deal-based workflows – which means that this workaround becomes a bit convoluted. You would have to use an intermediary custom contact property, for example New deal, which is set to "Yes" by a deal-based workflow whenever a deal moves into the closed won stage. Another contact-based workflow waits for the New deal contact property to be set to "Yes" for contacts, and then increases the value of another custom contact property, Number of associated won deals, by 1, before clearing the value of this New deal property again. Unfortunately, back-filling this property would be unreliable since HubSpot executes these actions within seconds.

 

If you're looking for the contacts with the highest number of associated deals, you could also approach this with a custom cross-object report between contacts and deals, displaying the count of deals, filtered by deal stage, by contact name.

 

Best regards!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post