Context
- Hubspot’s workflow action “Create associations” allows us to associate records together where 2 properties match together.
- To match records together, both records need their property values to match exactly - which includes case sensitivity.
- We have a custom object called Passenger, which has an email custom property. The email added to this property is used to associate the passenger record to a contact record.
- Hubspot’s default contact record email property changes all characters to lower case automatically upon input.
- We cannot prevent our custom email property from containing upper case characters at the point of input.
Challenge
- If we do nothing, the “Create associations” action will fail to find a match where Joe@email.com does not match joe@exmail.com
- A ‘Format Data’ action can be added before the create associations action to set the email property to lower case, but this requires opshub which is not always available.
Idea
- Add an additional property rule which prevents upper case from being inputted into a property
OR - Add an additional property rules which allows upper case from being inputted into a property, but will automatically change any upper case characters to lower case characters.