Tips, Tricks & Best Practices

WPA-Tan
Participant

Deal Tags Conditional on Specific Company Associations

SOLVE

I couldn't find this question asked before and I'm new to HubSpot--I'm hoping anyone might be able to point me in the right direction. 

 

I think I'd like to use a conditional Deal tag to solve an issue but I'm not sure if it's the best solution. My company does a lot of work in partnership with First Nation companies. It would be really useful to have these partnerships clearly visually indicated somehow.

 

What I'd wanted to do was add our partner organizations as Companies using Partner as the Company Type, and then create a Deal tag conditional on Deals having a Partner Company associated to that Deal. It looks like I can filter for number of assocations, but not by association with a specific group of companies such as by Type.

 

Is it possible to do what I was trying to do, or is there a better way entirely? 

 

Thanks in advance!

 

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

Deal Tags Conditional on Specific Company Associations

SOLVE

Hi @WPA-Tan,

 

You should be able to access company property, including company type, via this dropdown when setting up deal tags:

 

karstenkoehler_0-1746762678929.png

karstenkoehler_1-1746762698089.png

 

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

Deal Tags Conditional on Specific Company Associations

SOLVE

Hi @WPA-Tan,

 

You should be able to access company property, including company type, via this dropdown when setting up deal tags:

 

karstenkoehler_0-1746762678929.png

karstenkoehler_1-1746762698089.png

 

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.

WPA-Tan
Participant

Deal Tags Conditional on Specific Company Associations

SOLVE

That works, thanks very much!

0 Upvotes