Syncing Multiple Properties to One Property

Smart CRM & Sales Hub CRM
1

Hi! We have 3 course description dropdown properties, and in the process of building our Salesforce integration, which can only take the one ‘preferred course’.

Is there a way to have a new property is hubspot that only holds the most recently submitted of those 3 course description fields - I think ‘Property Sync’ only does 1:1, is there another way or would a workflow be our only option?

e.g. If Property 1, 2, or 3 is submitted, add X value to Propery B.

2

Hi @LCarey6,

You’re correct, sync properties currently allow for such a configuration. A workflow would be the correct way to go.

First, you would have to create a new custom property which you’ll sync to Salesforce, let’s call this ‘Preferred course’.

You’d enroll records ‘When filter criteria is met’ > ‘Courses is known’ and enable re-enrollment for it. You would then add an and/or branch and define a hierarchy, e.g. the first branch checks whether Courses contains 1. In this path, you would use the ‘Set property value’ workflow action to set ‘Preferred course’ to 1. You would then set up additional branches. HubSpot reads branches from left to right and a contact will go down the first applicable one so that’s how you can define a hierarchy.

Alternatively, have you considered setting up your field in a way that one single- or multi-line text field contains all courses – and then map this to Salesforce?

Let me know if I understood you correctly!

3

Thanks, I thought so and you’ve summarised that succinctly :slightly_smiling_face:

We need to have 3 course fields as we have 3 campuses, one with up to 20 courses and want to minimise the choices for leads when they select their campus as a ‘filter’.

The ideal scenario would have been:

  • Choose Campus
  • It show/hides the values within just one ‘Course’ property.

But that doen’t seem possible so are going for:

  • Choose Campus
  • Show 1 of 3 ‘Course (at above campus)’ field
  • Pass the most recently updated of those 3 fields to Salesforce
4

@karstenkoehler Just to clarify on your solution, would that need to be 3 separate workflows in order to work?

E.g. I’ve set one with ‘is known’ on all 3 course properties as ‘Course 1’ is known OR ‘Course 2’ etc.

Leading to a step to ‘Set Property Value’. But thinking that will cause a conflict, so perhaps one workflow per ‘Course’ field as a trigger would work best.

5

@LCarey6 I’m not sure I fully follow the property setup but it sounds like you should be able to handle this with an and/or branch and not necessarily three workflows. However, three workflows will also work :slightly_smiling_face: