Pull Salesforce's 'Opportunity Product' object properties into email as personalisation token

Smart CRM & Sales Hub CRM
1

We have created a custom sync between Hubspot and the Opportunity Product object from Salesforce.

I want to create an email that reminds contacts when they are due to renew with us, and need to insert the product name, price, amount of units, etc. This sits on the opportunity product object.

To create the reminder email, I insert a personalisation token and it gives me the option to pull in the properties from the opportunity product object, e.g. ‘total’, ‘product name’, etc. However, when previewing the email as a contact, these tokens do not populate with any of the data from the associated deals to this contact that I’m sending it to.

How can I get it to work?

2

@wlee168 do you have the Opportunity object mapped to Deals and you’re bi-directional so it’s updating in both systems? And for the contact you’re previewing as, have you confirmed there’s a Deal associated to the Contact record? If yes to all of that, and it’s still not pulling the conected properties, I’d ask HubSpot Support.