filter for most recent associated deal only

[NKeuper]

I want to create an active company list of companies where the most recent associated deal is terminated or lapsed. However, I cannot limit the filter, Hubspot always examines ALL associated deals, even the irrelevant ones in the past. Can I set the filter to examine only the last deal (whether it is still active or not)?

[karstenkoehler · Accepted solution]

Hi @NKeuper,

This type of filter does currently not exist in active lists, unfortunately. In workflows, there is the option to execute actions on the associated first created or most recently updated record – but that would still not be the most recently associated.

What you're trying to is unfortunately currently not possible in HubSpot natively. This would require a custom coded workflow action or working with the HubSpot API.

Best regards

[NKeuper]

thanks, Karsten.