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KStavro1
Participant

Counting engaged contacts in a company

SOLVE

I am trying to build an account property that shows the number of "engaged" contacts in a company. I have a checkbox property on the contact that indicates if it's engaged or not. But I can't find a way to count these up to the account level. 

 

I tried a workflow, but it will only trigger if "any" contact is engaged on the account, and will only trigger once per account.


Any suggestions?

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Counting engaged contacts in a company

SOLVE

Hi @KStavro1,

 

You can create a company calculation property to achieve this: https://knowledge.hubspot.com/crm-setup/create-calculation-properties

 

These are the settings you would choose:

 

karstenkoehler_0-1674570143323.png

 

Under Create condition, add your checkbox.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren


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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Counting engaged contacts in a company

SOLVE

Hi @KStavro1,

 

You can create a company calculation property to achieve this: https://knowledge.hubspot.com/crm-setup/create-calculation-properties

 

These are the settings you would choose:

 

karstenkoehler_0-1674570143323.png

 

Under Create condition, add your checkbox.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

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KStavro1
Participant

Counting engaged contacts in a company

SOLVE

Thanks for the quick response @karstenkoehler  this was just what I was looking for!

0 Upvotes