CRM

DLeBlanc
Member

Notification to Owner of Duplicate Deals

SOLVE

Hey Hubspot fam!

 

I'm trying to create a workflow that will trigger when there are TWO OR MORE deals in the same pipeline (Basically a duplicate deal), and send a notification to our office assistant to look into the duplicate.

 

Any workarounds that y'all know of?

 

Thanks!

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Notification to Owner of Duplicate Deals

SOLVE

Hi @DLeBlanc,

 

At this stage, workflows don't have the capability to comparing objects or counting objects. Workflows treat objects one by one. That's why currently the only way to approach this, is by looking at the contact or company property Associated deals (the total number of all associated deals) or with a custom calculation property:

 

 

karstenkoehler_0-1626785716423.png

 

This would count the number of deals that have a name and that are associated with a contact (or company) in a pipeline. It would not check whether these are duplicates, it would county how many deals exist in the same pipeline.

 

You could then send a notification to the object owner when this number is greater than 1.

 

Without calculated properties, this would be the next best thing:

 

karstenkoehler_2-1626786138748.png

 

This workflow would check whether a contact has two deals and at least one of them is in the designated pipeline. You could further narrow this down by Deal stage and other criteria, but HubSpot will always only check whether one deal fits these criteria. That's a limitation of the product at the moment.

 

Still, when there are two deals associated with a contact or company, you could notify the owner and let them know that there might be a duplicate.

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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

Notification to Owner of Duplicate Deals

SOLVE

Hi @DLeBlanc,

 

At this stage, workflows don't have the capability to comparing objects or counting objects. Workflows treat objects one by one. That's why currently the only way to approach this, is by looking at the contact or company property Associated deals (the total number of all associated deals) or with a custom calculation property:

 

 

karstenkoehler_0-1626785716423.png

 

This would count the number of deals that have a name and that are associated with a contact (or company) in a pipeline. It would not check whether these are duplicates, it would county how many deals exist in the same pipeline.

 

You could then send a notification to the object owner when this number is greater than 1.

 

Without calculated properties, this would be the next best thing:

 

karstenkoehler_2-1626786138748.png

 

This workflow would check whether a contact has two deals and at least one of them is in the designated pipeline. You could further narrow this down by Deal stage and other criteria, but HubSpot will always only check whether one deal fits these criteria. That's a limitation of the product at the moment.

 

Still, when there are two deals associated with a contact or company, you could notify the owner and let them know that there might be a duplicate.

 

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.