Lists, Lead Scoring & Workflows

MMorini7
Participant

create a list of people with at least 4 deals

SOLVE

Hello,

I am struggeling in finding a way to have a list of contacts with 4 deals closed won after 1/07/2023, do you know how to help me?

 

 

Thanks,

 

Martina

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

create a list of people with at least 4 deals

SOLVE

Hi @MMorini7,

 

This can unfortunately not be achieved directly within a list, you'll need a deal-based workflow and custom contact number property for this.

 

Here's how you'd approach this:

  1. Create contact number property
  2. Create deal-based workflow that enrolls deals with deal stage closed won and closed date after 1/7/2023
  3. Use 'Increase property value' action to increase the custom number property from step 1 on the contacts associated to the deal
  4. Wait for deal workflow to complete its work
  5. Create list based on the number property from step 1 (filtering for number being equal to 4)

 

@Jigar_Thakker, your list would filter for just one deal, not four.

 

Hope this helps, Martina, let me know if you have any follow-up questions!

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

Beratungstermin mit Karsten vereinbaren

 

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2 Replies 2
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

create a list of people with at least 4 deals

SOLVE

Hi @MMorini7,

 

This can unfortunately not be achieved directly within a list, you'll need a deal-based workflow and custom contact number property for this.

 

Here's how you'd approach this:

  1. Create contact number property
  2. Create deal-based workflow that enrolls deals with deal stage closed won and closed date after 1/7/2023
  3. Use 'Increase property value' action to increase the custom number property from step 1 on the contacts associated to the deal
  4. Wait for deal workflow to complete its work
  5. Create list based on the number property from step 1 (filtering for number being equal to 4)

 

@Jigar_Thakker, your list would filter for just one deal, not four.

 

Hope this helps, Martina, let me know if you have any follow-up questions!

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.

Jigar_Thakker
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

create a list of people with at least 4 deals

SOLVE

Hey @MMorini7 

 

Here are sample filters to achieve this create a contacts-based list select deal as an object and in the deal properties filter select the filters deal stage closed won and close date after : 

 

 

JigarT_1-1700036664008.png

 

 

Let me know if you have any follow-up questions.

If my post was helpful in addressing your query, Support the community by indicating it as the solution.

Jigar Thakkar

Chief Business Officer

HubSpot Wizard | Community Champion

mobilePhone
+91 9082479770
emailAddress
jigar@insidea.com
website
www.insidea.com
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