I’m new to HubSpot and I’ve encountered a question that’s been puzzling me. I’m trying to find out if it’s feasible to update the Company / Contact / Deal Object through a workflow using data gathered from a Call Activity, for instance. So, when a sales worker conducts a call with a customer and logs the information using a snippet (which contains all the necessary fields), can the Company Size, for example, be updated in the CRM? Is this something that can be accomplished with a workflow or what is the best way to achieve this?
By default, no because the system won’t understand how to parse the data in a notes field into separate properties on a record.
On Enterprise you can use a Playbook to ask those same questions instead of a Snippet and it could then update the properties accordingly and then you could use a workflow to copy them to other objects.
There may be some integrations/apps that can use the data from a rich text field or notes field and then parse the data into properties with a workflow using AI. I haven’t done this specifically with the tool, but check out AI Studio for HubSpot.