CRM

Jaylin
Contributor

How to obtain the number of associated companies basd on Company Object

SOLVE

Hello Community,

 

in the Company Object,  one Company can related to many other companies through the lable. i just wang to know how to obtain the number of associated companies basd on Company Object.

for example, big Company A is related to 3 small companies. i wang to know the number of related small companies(3). does someone know the way to get the number?

Jaylin_0-1747274934426.png

 

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How to obtain the number of associated companies basd on Company Object

SOLVE

Hi @Jaylin,


This can be achieved with roll-up properties: https://knowledge.hubspot.com/properties/create-calculation-properties

 

When creating one, you can specify conditions. Conditions unfortunately don't support free text (you can't filter for "Name contains 'small'"), it would have to be a dropdown, single or multiple checkboxes or number property as a condition. If you have the company size as a dropdown, for example, you would add that as a condition.

 

Have a look, give it a try and let me know if you have any follow-up questions.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How to obtain the number of associated companies basd on Company Object

SOLVE

Hi @Jaylin,


This can be achieved with roll-up properties: https://knowledge.hubspot.com/properties/create-calculation-properties

 

When creating one, you can specify conditions. Conditions unfortunately don't support free text (you can't filter for "Name contains 'small'"), it would have to be a dropdown, single or multiple checkboxes or number property as a condition. If you have the company size as a dropdown, for example, you would add that as a condition.

 

Have a look, give it a try and let me know if you have any follow-up questions.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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