Key Accounts Field on total revenue
SOLVE
2 Accepted solutions
Key Accounts Field on total revenue
SOLVEHi @jdtingay ,
Based on what you are trying to achieve, I reckon HubSpots new Target account functionality might be able to help you potentially. The link below shows you how to assemble a workflow just like the one you are looking for and goes over the new functionality.
https://knowledge.hubspot.com/account/get-started-with-account-based-marketing-in-hubspot
I hope this help?
Dan Currin
Co-Founder
OrgChartHub & GeoMapper named in the Top 30 HubSpot Apps
Key Accounts Field on total revenue
SOLVEHi @jdtingay! @Dan1's recommendation is certainly the easiest way. But to do this manually, you'd first have to create an additional custom company field to get the total amount a customer has paid you, then create the workflow to automatically update the first custom field you created.
User @joshua-paul created a Total Deal Amount field below:
Once you create the field, you can make your workflow:
- Workflows > Company-based > Set Enrollment Triggers > Filter Type = Company > Enrollment Trigger = Total Deal Amount is greater than or equal to $50,000
- New Action > Set Property Value > Select the custom field you want to be checked > Select True
Good luck!
Emma
Key Accounts Field on total revenue
SOLVEHi @jdtingay! @Dan1's recommendation is certainly the easiest way. But to do this manually, you'd first have to create an additional custom company field to get the total amount a customer has paid you, then create the workflow to automatically update the first custom field you created.
User @joshua-paul created a Total Deal Amount field below:
Once you create the field, you can make your workflow:
- Workflows > Company-based > Set Enrollment Triggers > Filter Type = Company > Enrollment Trigger = Total Deal Amount is greater than or equal to $50,000
- New Action > Set Property Value > Select the custom field you want to be checked > Select True
Good luck!
Emma
Key Accounts Field on total revenue
SOLVEHi @jdtingay ,
Based on what you are trying to achieve, I reckon HubSpots new Target account functionality might be able to help you potentially. The link below shows you how to assemble a workflow just like the one you are looking for and goes over the new functionality.
https://knowledge.hubspot.com/account/get-started-with-account-based-marketing-in-hubspot
I hope this help?
Dan Currin
Co-Founder
OrgChartHub & GeoMapper named in the Top 30 HubSpot Apps
