I need to pull a few properties from the associated company of a deal in a deal-based workflow's custom code. Any suggestions would be greatly helpful.
When you say "pull" properties from the associated company, what do you want to do with them exactly? The reason I ask is because you may either have to upgrade to ops Hub or, if possible, use a company based workflow. But it depends on when you need the workflow to run and what you want to do with the data as to if a company based workflow will work.
Example you can use related company values in IF logic from a deal. You can set and clear values from a company. You can use company properties as triggers. But your post just says "pull" and I'm not sure what pull means.
My exact requirement is to populate the deal property values in a third-party application form when a deal is registered in HubSpot. But, I need some of the associated company values too to be populated on the same third-party application form. I am able to populate all the deal values but couldn't find a way to get the associated company values. All the development I am doing in the deal-based workflow.
Well if you are using a custom coded action, you can always use HubSpot's API to get any data you need in the action to push out to some other service. I'm not sure you'll be able to easily pull them into an action via the UI. You could possibly use a deal workflow to set a property on the associated comapny that triggers a company workflow to do other things. This might allow you to use 2 workflows, but it seems better to use a few actions in the deal workflow to fetch data you need.
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