Hello all!
I’m trying to see if I can setup a workflow to catch something that gets missed here and there if someone is manually entering a contact into HubSpot: The associated Business Unit.
I’d like to make a workflow to check if a Contact has a Business Unit assigned, and if they do not, assign them the same Business Unit as their Contact Owner. I don’t seem to be able to pull that info within a workflow. Does anyone have an ideas as to how this can be accomplished? Thanks!
Hey @PGibson3, thank you for posting in our Community!
I would recommend creating a custom property for Business Unit in your Contacts properties settings if you haven’t already. Set up a workflow with a trigger that activates when a new contact is created or when an existing contact is edited and add a condition to check if the Business Unit property is empty.
If the Business Unit property is empty, use the “Set Property Value” action in the workflow. However, since HubSpot doesn’t directly support setting the Business Unit to the Contact Owner’s Business Unit in a workflow, you may need to employ a workaround.
To our top experts, @Josh @TomM2 do you have any recommendations for @PGibson3 matter?
Thank you,
Pam
Another option could be to set up your users into Hubspot Teams representing the business units. Then you can create workflows for Contact, Company and Deal, when they are created send to a branch node for the different Teams and based on that value append or replace Business Unit depending on what you prefer.
Good luck,
Eric