CRM

CClark3
Participant

Latest Project End Date

SOLVE

Hello,

We Are working on a solution to identify our dormany accounts. We want to build a workflow that will look at every deal a company has and select the latest deal end date and paste this on the company level. So for example if Google(client) has 15 deals and the last deal is set to end April 1 2026, I want this date pasted on the company level as the latest end date. All deals have an end date but the problem I'm running into is building workflow filters that views the deal property and the company property. The field should only be updated when a deal end date is after the current value so it wouldn't change again until we win a deal with a win date after April 2, 2026. Can anyone help or have a solution? 

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

Latest Project End Date

SOLVE

Hi @CClark3,

 

Here's what I would do:

  1. Create a company property "Most recently updated project end date"
  2. Create a company property "Latest project end date"
  3. Create a deal-based workflow that enrolls deals where project end date is known, starts with a random branch, e.g. 20/20/20/20/20, where each branch starts with a different delay (2 minutes, 4 minutes, 6 minutes, 8 minutes, 10 minutes), then copies the value from the deal "Project end date" into the company property from step 1 (the delays make sure that the workflow below has enough time to process everything)
  4. Create a company-based workflow that re-enrolls companies where the property from step 1 is known, then add a branch that checks Latest project end date is known
    1. If yes, add another branch that checks whether Latest project end date is after Most recently updated project end date
      1. If yes, don't do anything
      2. If no, copy Most recently updated project end date into Latest project end date
    2. If no, copy Most recently updated project end date into Latest project end date

Give this 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.

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

Latest Project End Date

SOLVE

Hi @CClark3,

 

Here's what I would do:

  1. Create a company property "Most recently updated project end date"
  2. Create a company property "Latest project end date"
  3. Create a deal-based workflow that enrolls deals where project end date is known, starts with a random branch, e.g. 20/20/20/20/20, where each branch starts with a different delay (2 minutes, 4 minutes, 6 minutes, 8 minutes, 10 minutes), then copies the value from the deal "Project end date" into the company property from step 1 (the delays make sure that the workflow below has enough time to process everything)
  4. Create a company-based workflow that re-enrolls companies where the property from step 1 is known, then add a branch that checks Latest project end date is known
    1. If yes, add another branch that checks whether Latest project end date is after Most recently updated project end date
      1. If yes, don't do anything
      2. If no, copy Most recently updated project end date into Latest project end date
    2. If no, copy Most recently updated project end date into Latest project end date

Give this 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.