Usage of workflows using custom objects properties and contact properties

Marketing & Content Tips, Tricks & Best Practices
1

Hi all,

I have a challenge and hopefully you guys can give me some tips how to solve this.

  • We want to send the customer an e-mail confirmation of a request
  • We want to send a copy of the confirmation request to our partner and sales team

Our devops team created a custom object “leaseverzoek” and a form in Hubspot with the properties fields. The properties we want to add in the email are request properties and contact properties.

For example

Request properties:

Brand car: Mazda

Model car: CX-60

Color: Blanc Glacier

etc.

Contact properties:

Name: Henry

Adress: Kosterijlaan 1

City: Bunnik

etc

In the workflow using a custom object as starting point we cannot add an internal marketing mail. This is possible in a “contact workflow” but not in a “custom object workflow”. We can use “send internal email communication” but then we cannot add the contact information as personalized fields.

Then I thought maybe I can enroll an extra workflow based on contact, select the form “leaseverzoek” but then the property fields of the “request” are not incorporated.

For now I ran out op options. Hopefully you can give me some ideas?

Kind regards

Henry

2

Hello @HenryH1, thank you for providing all the details on what is happening, I would like to invite our top experts to this conversation @himanshurauthan @Sdiddy407 @JDobson @rikkilear any recommendations to @HenryH1 matter?

Thank you,

Pam

3

Hello @HenryH1,
you can use a workaround here. You can associate your custom object to contact and copy the custom object properties to contact properties which can be used in your marketing emails.
Let me know if that make sense to you or I’m missing something
Thank you,
Himanshu

4

Hi Himanshu,

Thank you for your suggestion. I think this is indeed the only possibility that will work.

The only thing is that our customers can request several offers. In that case the second customer request will overwrite the first contact properties fields, right?
Another idea we had is to send a copy of the request with another email adres to Hubspot. We did a test but it did work. We think because Hubspot recognizes the contact data.

For know we think your suggestion is the only option to gets this working.

Kind regards,

Henry