Workflow for First Deal Closed Date

[Nick_Trendline]

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

[Lucinda]

I would really like to see HubSpot come up with a first deal won date property. We have multiple business units on one instance of HubSpot and I want to be able to report on Companies that are completely new to the Group e.g. a list of Companies that had their first deal won within a specific timeframe. 

[HakonXL]

Hi, I recently had this problem and found that there is a property for this. Under company there is a property called "Closed date". It will be automatically set when the first deal is closed won for that company.

[DianaGomez]

Hi @Lucinda hope you are doing well!

I encourage you to create the idea here in our ideas' forum, this way it will have more chances to be implemented in the future. 

Best,

Diana

[Nick_Trendline]

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]

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. 

[kelseyingram392]

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

[MFrankJohnson · Accepted solution]

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.

[Nick_Trendline]

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