Workflow for First Deal Closed DateSOLVE
Apr 29, 2020 1:19 PM
Hi HS Community,
Does anyone know if a workflow could accomplish the following by auto-populating a custom property on the Company object?
The close date of the first deal for a company.
Solved! Go to Solution.
Apr 30, 2020 4:00 AM
Probably best to use the API endpoints to get the data and determine which associated deal is ... first! This would be the best method for both current and past deals, and could be built to manage company objects for which there were multiple associated deals. (important)
Otherwise, we'd need to use at least two workflows ... GOING FORWARD.
- a company workflow to identify when a company had precisely 1 associated deal.
- a custom deal property to FLAG that first deal.
- a deal workflow to copy the associated FIRST deal close date to the company.
The proposed two-workflow solution above would NOT work for companies that have multiple deals. In the case of companies with more than one deal, don't see a way (in workflows) to iterate through all deals for that specific company within the same workflow enrollment.
Interested to hear feedback from others. Good luck with your project.