I would to know if there is the possibility to auto-populate a property when another dropdown property is populate. The image below explain what I mean. In Google sheet I have done this with a script. Itt is possible to do this with the Hubspot API?
I have had our internal team look into this for you and we have come up with three options for you:
Option 1:Copying a value from a dropdown into a second property via workflow (this option would require no additional cost for you, however it does requires a ton of manual work either on your side of our side that would include a cost).
Option 2:Use Zapier to auto populate the second property (this is the option I would recommend going with, however it will have an additional cost). We know, Zapier charges based on the number of API calls so it's worth mentioning the amount of expected a API calls dependent on the number of contacts they have.
The pricing for Zapier starts at $19.99/ month for 750 tasks (1 task would equate to one contact being updated). This plan would also allow us to connect the HubSpot portal.
Option 3:Custom integration/ middleware. This option would require scoping from a developer and again would come with a cost, likely more expensive than using Zapier.
Let me know if any of thoe options look of interest and we can set-up a call to discuss next steps.
I have had our internal team look into this for you and we have come up with three options for you:
Option 1:Copying a value from a dropdown into a second property via workflow (this option would require no additional cost for you, however it does requires a ton of manual work either on your side of our side that would include a cost).
Option 2:Use Zapier to auto populate the second property (this is the option I would recommend going with, however it will have an additional cost). We know, Zapier charges based on the number of API calls so it's worth mentioning the amount of expected a API calls dependent on the number of contacts they have.
The pricing for Zapier starts at $19.99/ month for 750 tasks (1 task would equate to one contact being updated). This plan would also allow us to connect the HubSpot portal.
Option 3:Custom integration/ middleware. This option would require scoping from a developer and again would come with a cost, likely more expensive than using Zapier.
Let me know if any of thoe options look of interest and we can set-up a call to discuss next steps.
thanks for you reply, I hope in the option 3 with a custom code.
If for every feature we pay a service, Hubspot and additional service like Zapier, will cost us a lot of money and so it could be a solution to migrate in a unique platform a bit expensive but with all these features. I hope to write a code useful to solve. Thanks
I completely understand, are there any further actions you want me to follow-up with? I can book in a chat with the head of the integrations to talk about what's involved, what you'd need and how much it may cost if you're interested?
Not a problem at all, I will get the internal team to take a look for you and i'll get back with any recommendations or solutions that we can provide ourselves for you.
Apologies for my late reponse, I have taken some time to think about a possible solution and at this current time I can't think of a way around this other than manually adding them in.
Let me talk with our internal team to see whether something like this is possible, would you then be looking for a partner to help you with this integration?
I have added a screenshot of the workflow that you would need to create, if you're able to provide me with the exact properties and drop down options, I can then try and re-create in my own portal.
In this case, I would then recommend the workflow I left in my first comment as this will then automatically populate the property you want based on a dropdown option.
Please let me know if you get stuck and I can try and help further.
So if you add a contact/company record, when you choose an option in a drop down you want another property to automatically populate based on that first option?
I mean when I add a contact/company, when choose an option in a dropdown, automatically in another property there is an automatical value based on that option.
But just to clarify, do you mean you want to populate a property based on another properties drop down options through a workflow inside HubSpot? If so, this is totally possible!
The workflow would look like:
1) Enrolment: Contact/Company/Deal/Ticket Property 'x' is known
2) Next Step: If/Then Branch: 'x' property is any of 'option 1'.
3) Yes Branch: Set property 'x' to 'x'
4) No Branch: If/Then Branch: 'x' property is any of 'option 2'.
5) Yes Branch: Set Property 'x' to 'x'.
6) No Branch: The workflow would then repeat for as many drop down options that you have. If you only wanted to do this for one drop down option, then only follow steps 1-3.