Workflow Lookup for Custom Object Records by Property Value

HubSpot Ideas
1

Description:
In ticket-based workflows, it should be possible to find a record from a Custom Object based on the value of a property, for example:

  • Ticket property: Product
  • Lookup in Custom Object: Support Products
  • Match on: Product Name
  • Return the matching record
  • Use the retrieved properties (e.g., Support Team and Cluster) in subsequent workflow steps

Benefits:

  • Replaces large branch-based workflows
  • Improves scalability when new products are added
  • Enables centralized mapping instead of maintaining duplicated logic
  • Provides a cleaner approach for support routing and similar assignment scenarios

Optional Enhancement:
If multiple matching records exist, the workflow should support a selection rule, such as:

  • First created record
  • Most recently created record
  • Most recently updated record
2

Hi @dennisw76

I think this would be a great addition to workflows. Being able to look up a related Custom Object record by a property value would make workflow design much simpler and easier to maintain.

Instead of relying on long if/then branches, teams could manage the mapping in one place and let workflows retrieve the correct record dynamically.

I also like the idea of having a configurable rule when multiple matches exist, as that would make the feature much more flexible for different business scenarios.