How do I automatically create and track client “Services” (like SEO or PPC) from closed-won deals?

[BriBri20251]

I’m trying to build visibility into active services per client — for example, SEO, Paid Ads, Website Maintenance, etc.

I’ve read that some companies create a custom object in HubSpot called “Service” or “Project.” Each service record can then be:

• Associated with both a Deal and a Company

• Given its own status, start date, and renewal date

• Automatically created via a workflow when a deal is marked “Closed Won” (based on its line items)

I’m trying to set this up and would love guidance on the best way to do it.

• How do I create a “Service” custom object correctly?

• How do I associate it with Deals and Companies?

• How can I use workflows to auto-create a Service record for each line item once a deal is signed?

Has anyone implemented this before or found a good best-practice setup?

Thanks in advance!

[karstenkoehler · Accepted solution]

Hi @BriBri20251,

Happy to help here!

In the case of "Services", HubSpot has a default object which you simply have to enable – no need to create one from scratch: https://knowledge.hubspot.com/data-management/view-a-model-of-your-crm-object-and-activity-relations...

Once created, you can click the three dots in the top right corner of the card and also view / edit which associations are possible.

Lastly, automatic creation of these line items is unfortunately a bit tedious at this point as there are no line item workflows, just deal workflows. Hree's what you would do to work around that:

1. Create a deal based workflow
2. Enroll deals when they're closed one
3. Add a branch to check if product 1 is included on the deal
   1. If no, proceed to next branch
   2. If yes, use 'Create record' workflow action to create a Services record, then use 'Go to action' to also jump to next branch'
4. Add the next branch to check if product 2 is included on the deal
   1. If no, proceed to next branch
   2. If yes, use 'Create record' workflow action to create a Services record, then use 'Go to action' to also jump to next branch'

... and so on. In other words, you would have to create one branch per line item.

Have a look, give it a try and let me know if you have any follow-up questions!