I need a way to set a "last deal create date" field in Company properties

[fspestana]

Hi people,

Hubspot provides us a native field called "first deal created date" who is populated automatically.

For my project I need an extra field also in Company properties called "last deal created date", where basically I'll populate with the date of the last deal associated to that company.

I know that's no native field populated automatically with that info...

I have an idea to create a custom field in Company properties that is updated via workflow when each deal is created with "Created date" (deal).

My problem is I'm not able to find a trigger like "each time a Company is associated" or something like this.

Anyone could give a hand with it?

I'll be grateful. Tks

[fspestana]

Or, if I find a way to make the association of a company mandatory, it should also work... I can't find a way to do it also

[fspestana]

Hi Karsten, it was very helpful, but I have a problem with this workflow.

When a salesman associate a company directly from creation screen, it works.

Unfortunately, when a salesman associate a company to a deal when this one was already created, "last created deal date" won't be populated.

For this second scenario, I can't find a solution 😞

Do you have some idea to solve it?

[karstenkoehler · Accepted solution]

Hi @fspestana,

With a small change, this should work. The workflow has to wait until it finds a company associated with the deal – only then can it start. One way to accomplish this is by adding an enrollment trigger for (company) "Create date is known":

Now the workflow should start once an association between deal and company is established, not earlier.

Hope this helps!

[yyagmurnur]

Dear Karsten,

I was trying to do it your way but still could not find the Last Deal Create Date property although I triggered the same properties in your example with a deal enrollment trigger. 

Could you please support me on why I can not see the Last Deal Create Date property?

[karstenkoehler]

Hi @fspestana,

This can be accomplished with (and requires) a deal-based workflow:

Workflows can only copy to another object, not from – hence a deal-based workflow would be needed.

As new deals are created, the workflow would enroll them and simply overwrite the previous Last deal created date.

Keep in mind: This workflow would not populate the property with historic information and should only be switched on for deals that meet the trigger criteria after switching the workflow on. (If you want to also have the historic information in the new property, you'd have to export all deals, perform some Excel magic and re-import the create date of the deal created last into company properties.)

Hope this helps!