How do you create a field in Hubspot whose value is equal to the concatenation of several values specific to the customer file (for example, year created + month created + incremented number) ?
I would like this field to be automatically created when a new contact is created.
Hi @AlexisData,
This type of automation is not set up within a property but would require a workflow as well.
First, you’d create a single-line text property. Then you’d create a workflow that enrolls records when the building blocks for your concatenation are known (e.g. “Year created is known AND Month created is known AND” etc). You can then use the “Set property value” action for your newly created single-line text field.
Within the “Set property value” action you can use personalization tokens for your building blocks and add them, arrange them as you like, see this example:
Best regards!
Thanks for you answer. What about incrementation ?
@AlexisData what exactly do you want to increase?
Let’s say that I want to create a custom field with the value “year” + number to increase, so 2023001, 2023002, 2023003 etc.
