CMS Development

pm_di
Member

Allow approximate matching for create association or edit record in Workflows

SOLVE

Currently HubSpot will only create association or edit record in a workflow if the properties match exactly. Allowing for approximate matching (with a review step to give the user a chance to correct any unwanted associations or record edits) would be helpful in circumventing small typos or extra spaces in eixsting data.

0 Upvotes
1 Accepted solution
MarcosBarcelos
Solution
Contributor

Allow approximate matching for create association or edit record in Workflows

SOLVE

Hi @pm_di . How are you?

Here on the HubSpot community, we have a place to put the ideas https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas
You can see on the discussions tab :

MarcosBarcelos_0-1745713561623.png

On this tab, you can see if the idea was delivered, submitted, in planning, in review...

MarcosBarcelos_1-1745713683970.png

 

I am pointing out that, because you may want to see if it was being made.

Captura de tela 2025-04-23 202119.png

View solution in original post

0 Upvotes
2 Replies 2
MarcosBarcelos
Solution
Contributor

Allow approximate matching for create association or edit record in Workflows

SOLVE

Hi @pm_di . How are you?

Here on the HubSpot community, we have a place to put the ideas https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas
You can see on the discussions tab :

MarcosBarcelos_0-1745713561623.png

On this tab, you can see if the idea was delivered, submitted, in planning, in review...

MarcosBarcelos_1-1745713683970.png

 

I am pointing out that, because you may want to see if it was being made.

Captura de tela 2025-04-23 202119.png

0 Upvotes
Jaycee_Lewis
Community Manager
Community Manager

Allow approximate matching for create association or edit record in Workflows

SOLVE

Thanks, @MarcosBarcelos 🙌


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0 Upvotes