CRM

JCambria
Participant

Rolling up Multiple deals associated to a company

SOLVE

We use separate deals for each renewal on a company, each with its own contract start and end date. I have logic on the deals to update a property called "Subscription status" with either "Active or Expired" subscriptiond depending on whether the contract end date is in the future or the past. I'd like to use this Subscription status field to update a property on the Company level called "Account Status" - so basically if someone has ANY active subscription on a deal, the company account status = active. If company as Expired subscriptions but no Active subscription on any deal, Account Status = Inactivated Customer. I can't quite figure out how to set up the if/then logic on the branches to evaluate ALL deals associated with the company. Any ideas?

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1 Accepted solution
Josh
Solution
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

Rolling up Multiple deals associated to a company

SOLVE

Hi @JCambria,

 

I would consider using an active list in the enrollment criteria in which you are looking at associated deals. Screenshot 2023-11-30 at 10.29.22 AM.png

Alternatively you could use the same criteria for enrollment.

Screenshot 2023-11-30 at 10.27.32 AM.png

 

This would avoid the need for if/then branches.

 

I think this should work out for you!

 

Josh

 




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

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3 Replies 3
franksteiner79
Key Advisor

Rolling up Multiple deals associated to a company

SOLVE

Hi @JCambria 

 

Are the contract start and end dates a deal property?

Are all the contracts the same length, e.g. 12 months or do the terms vary?

My initial thinking without the full picture of your business processes would be to do the following:

 

  1. A deal workflow checks for Any closed won deal - sets a company property "subscription status" to active and copies the contract end date from the deal to a company property of the same name.
  2. I would then have a company workflow that checks if the company property contract end date has passed - should be possible I think but I haven't checked it myself yet. If it is in the past we set the company property "subscription status" to inactive.

The deal workflow will trigger with every new deal - if you have different contract lengths we might need to check if an existing contract end date is before or after the new deal contract end date before copying it over.

 

It is slightly different from your approach but would do what you want.

 

I hope that helps.

Frank

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Frank Steiner

Marketeer | HubSpot Expert | CRM Consultant

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0 Upvotes
Josh
Solution
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

Rolling up Multiple deals associated to a company

SOLVE

Hi @JCambria,

 

I would consider using an active list in the enrollment criteria in which you are looking at associated deals. Screenshot 2023-11-30 at 10.29.22 AM.png

Alternatively you could use the same criteria for enrollment.

Screenshot 2023-11-30 at 10.27.32 AM.png

 

This would avoid the need for if/then branches.

 

I think this should work out for you!

 

Josh

 




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

JCambria
Participant

Rolling up Multiple deals associated to a company

SOLVE

Thanks Josh, I hadn't thought of that as a solution. Appreciate you explaining it with screenshots! 

0 Upvotes