Workflow trigger that identifies a matching company property & contact property

[KSarko]

Hello!

I do apologize if this has been discussed on this forum, but I was unable to find a post that solved my question.

We are looking to match new contacts that have registered on our website via a workflow based on a custom property, SAP Account Number, to a company with the same SAP Account Number (if applicable). So, if a company already in our database has an SAP Account Number and a contact comes in from the website with that same account number (it would be entered by the customer), HubSpot would identify that they match. We don’t need the company and contact association per say, but I’d like to see if HubSpot would be able to pick up if the company account number and contact account number match in order to kick off the workflow.

From there, I would do a simple record edit where a different company property would populate the corresponding contact field with the same info IF there was a match between a company account number field and a contact account number fields.

Is this possible? I have a test property setup as a property sync field, but I am not sure if this is the best option to kick off the workflow. Attached is a screenshot.

Appreciate any insight - thank you!

[Berangere]

Hi @KSarko, I hope that you are doing well!
I love you asked this question to the HubSpot Community, thank you!
I have found for you these similar threads that might point you in the right direction:
- The solutions from @ABeian, @Roeland_RS, @PBaxter on this post “Is there a method to Compare user properties using workflows and if not can it be added?”
- The solution from @karstenkoehler on this post “Comparing properties from different objects in a workflow?”
Also, I’d love to put you in touch with some of our Community Members: Hi @HFisher7, @miljkovicmisa and @Teun do you have other suggestions to help @KSarko, please?
Have a wonderful day and thanks so much!
Best,
Bérangère

[HFisher7]

Thansk @BérangèreL!
Hey @KSarko, you mention that the contact and company record don’t need to be associated ‘per say’ but.. there is a workflow action ‘Create associations’ (info linked here) which you could use here.
For your use case, the workflow will:

1. Enrol contacts who have registered on your website
2. Have a ‘Create associations’ action configured as below:

[KSarko]

This worked very well for what I needed it for! Thank you!