Rollup the number of contacts in a sequence at the company level
SOLVE
Hi there, I'm trying to roll up the number of contacts currently in a sequence up to the account so we can see how many contacts at an account are in an active sequence.
This is my current rollup. The problem is that it seems to be counting any contact in which the field "currently in sequence" is known. But I only want it to be counting if "currently in sequence" is true. However, this field does not seem to be an option in the "additional conditions" section of the rollup. Any ideas here?
Rollup the number of contacts in a sequence at the company level
SOLVE
@tlynncook the custom formula would just replace the workflow part, not the entire roll up, correct. In any case, a separate Boolean custom contact property is needed, either a formula or via workflow.
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
In these cases, as dumb as it may seem, it's easiest to create another single checkbox property (which is accepted by the additional conditions) and use a workflow to populate this property based on the actual 'Now in sequence'. Alternatively, a custom formula property should also work, following the same logic.
Have you tried counting contacts by 'Record ID' instead and then adding the condition? It probably won't change the situation but it's worth a try.
Best regards
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Rollup the number of contacts in a sequence at the company level
SOLVE
@tlynncook the custom formula would just replace the workflow part, not the entire roll up, correct. In any case, a separate Boolean custom contact property is needed, either a formula or via workflow.
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer