
Combine multiple HubSpot deals into one intelligent status
Delivery in
5 days
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What you get with this Offer
I’ll combine data from multiple associated HubSpot deals into one clear customer status using advanced automation and custom logic. Full description Have customers with multiple HubSpot deals and no simple way to understand their overall position? I can build a solution that analyses all associated deals and creates a single, meaningful customer-level status. This is ideal for businesses where one contact or company can have multiple deals across different stages, pipelines, values or outcomes. I can consolidate information such as: ✔️ Number of associated deals ✔️ Open, won or lost deal counts ✔️ Total deal value ✔️ Active pipeline value ✔️ Latest deal activity ✔️ Deal stage priority ✔️ Payment or engagement status ✔️ Custom business rules ✔️ Customer tier or risk status ✔️ Any other deal-level data relevant to your process The result can be written back to the contact or company record and then used across HubSpot for: ✔️ Workflows ✔️ Reporting ✔️ Lists ✔️ Customer communications ✔️ Tasks and notifications ✔️ Management dashboards ✔️ Operational decision-making How it works I’ll review how your deals are structured, agree the logic for the consolidated status, and build the solution using the most appropriate combination of HubSpot workflows, custom properties and custom code. The aim is to give your team one clear customer status instead of manually checking multiple deals. Scope This Offer covers: One defined multi-deal consolidation solution including: Requirement review → logic design → build → testing → implementation
Get more with Offer Add-ons
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I can add a second consolidated status
Additional 1 working day
+$168
What the Freelancer needs to start the work
Explain how your deals are structured, what overall customer status you want to create, and which deal properties should influence it.
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