Workflow for First Deal Closed Date

SOLVE
Nick_Trendline
Contributor

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.

 

Thanks.
Nick

0 Upvotes
1 Accepted solution

Accepted Solutions
MFrankJohnson
Solution
Thought Leader

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.

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

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Hope that helps.

 

Be well,
Frank


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5 Replies 5
MFrankJohnson
Solution
Thought Leader

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.

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

-- Visit

 

Hope that helps.

 

Be well,
Frank


HubSpot's Hiring World-Wide!

View solution in original post

Nick_Trendline
Contributor

Thanks for this, Frank.  Interesting suggestions.  Not sure we want to put the effort forth for an API at this point, and it's likely we'll have multiple deals for a company.  I'll ponder these a bit longer.  
Thanks again.
Nick

kelseyingram392
Contributor | Partner

@Nick_Trendline what solution did you end up going with for this requirement? 

0 Upvotes
Nick_Trendline
Contributor

Hi @kelseyingram392  - we didn't end up implementing anything (yet).  Without using the API solution, it looks as though the result would be manual entry in a new custom property.

kelseyingram392
Contributor | Partner

Wild that this functionality doesn't exist natively. HubSpot please please figure this out! This is standard functionality if you want to compete with other CRMs. 

0 Upvotes