When one of our Franchisees works with a new client they first build a profile for that customer on hubspot and then they submit a parts list to us via an excel file we have built. I want to find a way to verify the spelling of the customer name matches in both of these places. Any ideas would be greatly appreciated!
Hi @dhulm2018,
Are these both in the same HubSpot system? For example, is it Customer = Company in your HubSpot, Profile is Franchisee Customer Profile = Custom Object in your HubSpot?
If you have Data Hub, I think you could use a custom code action to return a value of matches = True/False as an output. You’d need to have some sort of identifier that linked to two objects together, such as an account ID. I suppose you could even use company domain, but that could cause issues with companies that use different brands but the same company domain. Essentially your code action would say, look up this value on both records and then tell me if customer name here matches customer name there. Really just a VLookup, but in HubSpot.
Let me know if storage of the data is different than what I’m thinking because the solution would be different (most likely).
Josh