I have a contact property that defines customer type. Some customers fall into multiple categories and others are only 1. I have it setup to multiple select which enables reporting.
With the new leads pipelines options. I want to create some automation attached to that property.
For example I will use 3 property values
1. Customer
2. Dealer Prospect
3. Current Dealer
I have an automation, that if a contact is chosen to be a dealer prospect a Lead gets created. This is working flawlessly.
As they progress through that pipeline they come to a final fork, either they will become a dealer, or they wont.
I want this stage change to adjust the original contact property values.
I want to keep exsisting values in the property, only adjust select ones, but the options I have are replace, append, and clear the entire property.
For instance a contact that is a customer, and a dealer prospect progresses through the pipeline. Its decided they wont work as a dealer and are closed out and unqualified. I want their contact crm record to reflect they are no longer a dealer prospect. so only be a customer.
In inverse, if the contact is sucessful to become a dealer, I want the property to change from dealer prospect, to current dealer.
Any ideas?
Hi @Keegan4123,
Currently, as you already found, you can either clear, replace, and append. Anything you want to set up has to follow those ‘rules’.
Whenever you want to replace a specific selected value, the typical workaround is to check all conditions again, not just the one you’re replacing.
For example: If A and B are already selected and you’d like to replace B with C, currently, in HubSpot, you have to perform a full check whether A is met, if so then append, then whether B is met, if so then append, then whether C is met, if so then append.
In other words, you need a workflow that does not just cover the task of replacing one selected option (because that’s not possible), you need a workflow that always checks all conditions when one of the trigger criteria is met – and then iterates through all of them.
This can be done with an and/or branch. If the criterion for A is met, use the ‘Edit property’ value workflow action to append it, if not, then go to the next branch to check for B. From the ‘Edit property’ side of the branch, use ‘Go to action’ to always jump to the next branch.
I know that this can be a bit unintuitive but it’s as of now, the only way to replace is to clear everything, then check for everything again.
Hope this helps!
So in theory this could be done…but essentially I would need and/or branches that would cover every possible sequence of properties.. In my example I used 3, but in actuality we have about 20.. not sure how I would go about that..
@Keegan4123 could you give an example why the sequence is important – and why nesting of 20 branches would not be an option (as described in my previous reply)?
Just the work involved and potential for future changes of the property.
I simply removed the property value in question and put it in it’s own property that can be changed easier.