Help! How to efficiently create an auto-populated field.

Smart CRM & Sales Hub Tips, Tricks & Best Practices
1

Problem:

How to efficiently create a field that auto populates with a numerical value range, based on the variables a customer chooses.

Details:

Customer fills out a HubSpot form to receive an email with a recovered profit estimate. This HubSpot form has 3 required drop down fields for the customer:

  1. Capacity – 3 drop down options to choose from
  2. Cost Per Unit – 5 drop down options to choose from
  3. Production Downtime – 4 drop down options to choose from

Based on these inputs, we would like to send the customer an email like this:

“Thank you for using our recovered profit quiz to estimate the business costs you can recoup. Based on your responses, you are looking to eliminate “Personalization Token – Production Downtime” of your production downtime and achieve a “Personalization Token – Ideal Capacity” ideal yearly capacity of .

With XXX software to help you simplify overtime, order prioritization, and due date negotiations you can achieve a yearly recovered profit between “Personalization Token – Recovered Profit”.

The “Personalization Token – Recovered Profit” is what I need help creating. How can I do this without creating multiple emails, workflows, or processes? As you can imagine, there are at least 60 different types of combinations that can occur based on the number of drop down options.

2

Hi @JEsguerraNagy,

Thanks for reaching out!

I would like to add our subject matter experts to this conversation to see if they have advice.

Hi @Mike_Eastwood, @StjepanGrcic, @jforte - Do you have any insight or recommendations for @JEsguerraNagy?

Thank you!

Best,

Kristen

3

Hey @kvlschaefer @JEsguerraNagy

Yup building all those branches would be **bleep** ahahah.
Assuming that each option in those 3 properties have different levels I would go for a simple scoring property as you can see below and select the ranges that would make more sense for the end result, than you just need to make a workflow saying [IF Score between X-Y set Recovered Profit as Z] and send the email.

jforte_0-1658976049106.png
jforte_0-1658976049106.png688×129 15 KB

4

Yes it would be ****! hahaha :grimacing:

Thank you for the suggestion of a simple scoring property! It would make things so much easier. You’re correct in assuming that each of these 3 properties have different levels. The only issue I start to run into is that final scores for different combinations start ending up being same. How would you solve for this?

5

Do you have 60 different outcomes for “Recovered Profit” If not just make something like the example below:

jforte_0-1659048257421.png
jforte_0-1659048257421.png914×133 22.6 KB

6

All I can see as a solution would be to manually assign each outcome as a score :worried:. Then from there create the if/then workflows. That’s still a lot of back end work though to populate the recoevered profit field.