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rulpats
参加者

Copy Hubspot Comment field value to SFDC task note

解決


Hi team,

We have a form where there is a custom field called - 'Comments or Question'

Is there a way to copy that value from the comment field to the salesforce task under the description section?

I know these two are different objects, so copying that value seems difficult. Is there any workaround?

Thanks,
Rahul

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Copy Hubspot Comment field value to SFDC task note

解決

Hi @rulpats,

 

As far as I know, this is not possible directly, no. You could however create a contact-based workflow that enrolls contacts when the "Comments or questions" property is known - and then use the "Create task" workflow action to create a task that contains the value for "Comments or questions".

 

In the Salesforce integration settings, you would then have to make sure that you sync tasks accordingly.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Copy Hubspot Comment field value to SFDC task note

解決

Hi @rulpats,

 

As far as I know, this is not possible directly, no. You could however create a contact-based workflow that enrolls contacts when the "Comments or questions" property is known - and then use the "Create task" workflow action to create a task that contains the value for "Comments or questions".

 

In the Salesforce integration settings, you would then have to make sure that you sync tasks accordingly.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 いいね!