Set Deal owner (copy 'Single-line text field' to 'Hubspot user field')
SOLVE
1 Accepted solution
Set Deal owner (copy 'Single-line text field' to 'Hubspot user field')
SOLVEHey @akamerbeek yes you can. You could just use the update contacts api to update any of the properties based on your specific criteria. This will need some developer work to build out though.
If you don't have too many users you could also do this through branches in workflows too, although it will require some maintaince too if users change. You could set a branch for each user and say something like:
If property "jotform user" = "Tom" - Action: Set deal property "HubSpot Owner" to "Tom".
| | Tom Mahon |
 | Did my post help answer your query? Help the community (and me) by marking it as a solution. |
Set Deal owner (copy 'Single-line text field' to 'Hubspot user field')
SOLVEHey @akamerbeek yes you can. You could just use the update contacts api to update any of the properties based on your specific criteria. This will need some developer work to build out though.
If you don't have too many users you could also do this through branches in workflows too, although it will require some maintaince too if users change. You could set a branch for each user and say something like:
If property "jotform user" = "Tom" - Action: Set deal property "HubSpot Owner" to "Tom".
| | Tom Mahon |
| | Did my post help answer your query? Help the community (and me) by marking it as a solution. |
