Our organisation has a requirement to report on a Deal role that is specific to our company. We need this custom property to be populated by the ‘Created by user Id’ property on the Deal, but the custom property needs to be able to be updated, so a property sync will not work.
I’m in the process of creating a workflow to copy the values from the ‘Created by user Id’ property to our custom property, but want to format the user Id to a HubSpot user and am struggling with coding this.
Have any users had any success completing this task?
This is a known issue and would require you to do one of the following things, as far as I know:
Create a workflow that enrolls deals, then branches by “Created by user ID”, then, for each ID uses the “Create record” workflow action to store the name of the user, not their ID
Develop a custom code action that contains a mapping of ID and user name and does the same as the previous bullet point however with just one action, not a potentially huge set of branches
Alternatively, you could consider the following:
Create a HubSpot user property “Deal creator”, set it to view-only
Create a deal-based workflow that copies the value from “Deal owner” to “Deal creator” once, no re-enrollment
This works under the assumption that the first owner is the creator - if it isn’t, you would have to go one of the routes outlined above. By setting the property to view-only, it would be safe from editing by regular users but super admins could still edit it and it would also be editable by workflow, for example.