Associations between custom objects and deal objects with more matching properties

Hi to all,
We have a request from the client to make the automatic association between Deal and the Custom object (real state) based on matching property in HubSpot when the deal was created. We knew that Hubspot had the option in workflows to make associations based on one property (single-line text or number) but for this case, we need more than one matching property for example (type of real state, subtype of real state, size of real state…) Could anyone help us, is this possible to make through Zapier or some other third-party app, or through API? Thank you in advance for helping. :slightly_smiling_face:

Hi @TheLeadWay,

You can accomplish this by simply concatenating all properties which need to be checked within a new property, either using a workflow (using ‘Edit record’) or a calculation property (custom formula). Once combined, you have one property. In either case, implement checks so that no result is returned when one of the components is empty.

Once concatenated, you have one property for the association action. (I do not know of the top off my head if calculation properties are accepted in that action. If not, simply use a workflow to copy the value into a single line text.)

Best regards!

Hi Karsten,

sorry for the late reply. Your solution helped. Internally, we came to a very similar solution. Thank you very much once again.

Kind regards,