Looking to sum the number of deals associated with a company

SOLVE
OlgaPat
Member

Hello all, I am hoping to find a workaround for my usecase. 

 

Scenario: I have 3 deals associated with a company. I want to create a numerical property on the company level which will tell me the number of deals that company is associated with.

 

Is there a workflow I can set up to achieve this? 

Thank you in advance.

CRM
0 Upvotes
2 Accepted solutions

Accepted Solutions
JBeatty
Solution
Top Contributor | Platinum Partner

Hi @OlgaPat,

You can do this through a custom calculation property. Calculation properties require one of Marketing Hub Professional, Sales Hub Professional, Service Hub Professional, Operations Hub Professional, CMS Hub Professional, or higher. See below for how to build the calculation property, that will count the number of deals on a company.

 

Screen Shot 2021-06-18 at 11.35.00 AM.png

 

 

 

 

 

 

 

 

 

 

✔️ Was I able to help answer your question? Help the community by marking it as a solution.

Joshua Beatty
Software Developer with Pearagon

Still have questions? Let's Talk

View solution in original post

karstenkoehler
Solution
Hall of Famer

Hi @OlgaPat,

 

There is a default company property called Associated deals which does exactly that: "the number of deals in the HubSpot CRM associated with the company. This is updated automatically by HubSpot."

 

With a Professional or Enterprise subscription, you could also create a calculation property. This does essentially the same thing but gives you more flexibility. You can see in my screenshot that I filtered for deals from a certain pipeline. The calculation property counts all record with a value in the property chosen, in this case Create date. (And each record comes with a Create date.)

 

karstenkoehler_0-1624164654521.png

 

Another way to count certain objects is by workflow (if record meets the enrollment triggers, increase value of property by 1). This can be useful if you've hit the limit of calculation properties in your portal.

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

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

3 Replies 3
JBeatty
Solution
Top Contributor | Platinum Partner

Hi @OlgaPat,

You can do this through a custom calculation property. Calculation properties require one of Marketing Hub Professional, Sales Hub Professional, Service Hub Professional, Operations Hub Professional, CMS Hub Professional, or higher. See below for how to build the calculation property, that will count the number of deals on a company.

 

Screen Shot 2021-06-18 at 11.35.00 AM.png

 

 

 

 

 

 

 

 

 

 

✔️ Was I able to help answer your question? Help the community by marking it as a solution.

Joshua Beatty
Software Developer with Pearagon

Still have questions? Let's Talk

View solution in original post

karstenkoehler
Solution
Hall of Famer

Hi @OlgaPat,

 

There is a default company property called Associated deals which does exactly that: "the number of deals in the HubSpot CRM associated with the company. This is updated automatically by HubSpot."

 

With a Professional or Enterprise subscription, you could also create a calculation property. This does essentially the same thing but gives you more flexibility. You can see in my screenshot that I filtered for deals from a certain pipeline. The calculation property counts all record with a value in the property chosen, in this case Create date. (And each record comes with a Create date.)

 

karstenkoehler_0-1624164654521.png

 

Another way to count certain objects is by workflow (if record meets the enrollment triggers, increase value of property by 1). This can be useful if you've hit the limit of calculation properties in your portal.

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

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

OlgaPat
Member

Thank you this did exactly what I wanted!

0 Upvotes