Company workflow based on number of Closed Won deals

[CelineC]

Hello, 

I am trying to build a workflow that will update the Company Lead Status based on several conditions. 

One of these conditions is that the number of Closed Won deals associated with that Company is greater than or equal to 1. 

I cannot see this as an existing property (which I find odd), has anyone been able to build a workflow based on this condition and if so can you share your knowledge on how you managed that please? 

Many thanks,
Céline

[karstenkoehler · Accepted solution]

Hi @CelineC,

This requires a custom calculation property: https://knowledge.hubspot.com/properties/create-calculation-properties

This would work, for example:

Best regards

[karstenkoehler · Accepted solution]

Hi @CelineC,

This requires a custom calculation property: https://knowledge.hubspot.com/properties/create-calculation-properties

This would work, for example:

Best regards

[CelineC]

Hi Karsten, 

Thanks for your quick answer! I have tried to create this property and am hitting a wall on the very last step: I cannot enter anything in the right-hand side box, even selecting Number Filed (type to enter a number) it comes back to that Search thing (tried in incognito as well as after clearing cache on the page). Have you done it differently? 

Many thanks, Céline 

[karstenkoehler · Accepted solution]

@CelineC theoretically it should be a click into that dropdown, then typing the number, then clicking the "Constant: 1" option:

(Had to enter "2" to show the correct option for "1".)

Can you double check?

[CelineC]

Thanks Karsten, it worked and the property works as well. 

Thanks a lot for your help with this, very much appreciated!