Skip to content
The Workflow Library
Get the full library

Company rollup property: count of associated open deals (account visibility)

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

Professional

Seat pricing: Professional edition. To build it, a GTM Seat or an Ops Seat (an Ops Seat cannot create marketing emails or sequences). Per-hub plans: Sales Hub Professional.

Company2 stepsUpdated for HubSpot seat pricing
OutcomeEvery company record shows a live count of its currently open associated deals, so account visibility does not require opening the associated deals panel and counting rows.
Workflow mapreporting-alerts-021
Associated deal created, stage changed, or association changed leads to Rollup recalculates automatically. Rollup recalculates automatically leads to open_deal_count reflects current count of non-closed deals. Associated deal created, stage changed, or association changed Rollup recalculates automatically open_deal_count reflects current count of non-closed deals
Associated deal created, stage changed, or association changed leads to Rollup recalculates automatically. Rollup recalculates automatically leads to open_deal_count reflects current count of non-closed deals. Associated deal created, stage changed, or association changed Rollup recalculates automatically open_deal_count reflects current count of non-closed deals

When to use it, when not to

Use it

  • Use it on any portal where reps or managers routinely ask how many deals an account has open right now while looking at the company record.
  • Use it as an input to account-tiering or account-health scoring alongside other company properties.
Read more on when to use itShow less

Skip it

  • Do not use it if deals are rarely associated to companies in this portal, for example a contact-only deal tracking pattern. The rollup will show 0 for most records and add no value.
  • Do not treat it as a substitute for the deals list itself when a rep needs deal names, amounts, or owners, not just a count.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 3 items

Every property with its label, internal name, type and options, plus the assets the workflow needs.

Enrollment · 4 parts

The trigger, the criteria as ticked in the UI, the re-enrollment rule and the suppression list.

Steps · 2 numbered actions

Each action in order with its parameters, branches and delays.

Known pitfalls · 4

Traps seen in production, each with what breaks and what to do instead.

Test plan and UAT script · 2 cases, 3 variants

How to prove it works in a test portal, one case per branch, and a sign-off sheet.

Files · PDF, Markdown, JSON, CSV

The properties JSON creates the fields in one call. The workflow JSON documents the build.

Install · 1 click, switched off

The installer creates the properties and the workflow, switched off, then opens a task for what it cannot create. Nothing is deleted, enabled or enrolled.

Unlock all 565 specs, 149 EUR

One-time, excl. VAT. 30-day refund. Installs in 3 portals. Founding price until 30 November.

Read the free Reporting and alerts spec

Not the workflow you needed?

More in Reporting and alerts

50 specs in this section

See all 50 This category, 39 EUR
FreeSlack alert: deal marked Closed Won (revenue milestone notification)Deal4 steps Company rollup property: total closed-won revenue to date (customer value visibility)Company2 steps Company rollup property: date of most recent deal stage changeCompany3 steps Stage-entry timestamp properties for pipeline velocity reportingDeal5 steps

Read 12 complete specs before you pay.

One per category, same format as the paid ones. Email only, no card.

We email the link, then a short note when specs change. Nothing else.

149 EUR199

Full library, 565 specs
Get the full library