Here is my question. I have a zapier integration with my website that sends chat lead to my hubspot account. The question we ask is how did you hear about us. The answer is different everytime. So is there anyway that I can summarize this note in to one property.
Example: In the picture the first line says “You Email Me First” this means this is a lead generated by marketing email. So I need to sumarize this note in to just “Marketing Email”.
Note: I have 2 properties one is for the full note and the other one is to summarize the property.
Hey @Sgram, thank you for posting in our Community!
To summarize the responses into a single contact property in HubSpot, you can use our workflows. Since you already have a Zapier integration, you can add a “Formatter” step to convert the detailed answer into a summarized version.
For example, you can set up conditions to match specific responses (like “You Email Me First”) and update the relevant property (e.g., “Marketing Email”).
Hi Pam, before moving forward with the integration is there any thing we can do via workflow or anything within Hubspot that can give me access to editing if criteria changes. I have added certain keywords to sumarize the notes but its not working especially for those which contains multiple keywords. Is there any alternate to this?
