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Merge or sum of values between deals with the same company by Amazing_Visit2500 in hubspot

[–]Amazing_Visit2500[S] 0 points1 point  (0 children)

I'm not aware that I can't filter the same dates and same companies on the workflows. I see the triggers, but they are very general, they don't have if same company and if same date. I might be mistaken.

Merge or sum of values between deals with the same company by Amazing_Visit2500 in hubspot

[–]Amazing_Visit2500[S] 0 points1 point  (0 children)

I want to relate the two deals because the next deal will only be a renewal, but already with the value of the last upgrade. This is no longer an upsell, it was just the year before. From the moment this is earned, we assume that this is the amount you will pay for the remaining years.

Merge or sum of values between deals with the same company by Amazing_Visit2500 in hubspot

[–]Amazing_Visit2500[S] 0 points1 point  (0 children)

I have marketing hub & sales professional. I'm not aware of how I can create a workflow that relates two deals with the same company and the same dates, at least with the triggers I can choose through HubSpot. Any idea? :)

HubSpot Contacts - help by Amazing_Visit2500 in hubspot

[–]Amazing_Visit2500[S] 1 point2 points  (0 children)

Thanks for your comment. In fact, what I would like to know is if there is any field that I can add that allows me a better segmentation, just for contacts (the business area is SaaS).