CRM

kruse
Participant

Compare a Company Property against all other Companies

SOLVE

Hi all,

 

i want to send a notification if somebody tries to crate a company, when a specific property  already exists in any other company.

Is there a way i can do it with a workflow, or is ther another possibility?

 

Best regards

0 Upvotes
1 Accepted solution
MFrankJohnson
Solution
Thought Leader

Compare a Company Property against all other Companies

SOLVE

>>" I want to send a notification if somebody tries to crate a company, when a specific property already exists in any other company. Is there a way i can do it with a workflow, or is ther another possibility?"

 

Short Answer: No. Not native built-in HubSpot functionality.

 

Longer Answer: Might be able to accomplish via a lookup using the Company Properties API.

 

Help answer your question? If so, remember to accept this solution now.

 

Best,
Frank

Chief HubSpot Consultant


hubspot-solutions-signature-mfrankjohnson-v05.png

MFrankJohnson.com | Perfect HubSpot Series | Connect on LinkedIn

Help find posts quickly ... accept this solution now.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com

View solution in original post

1 Reply 1
MFrankJohnson
Solution
Thought Leader

Compare a Company Property against all other Companies

SOLVE

>>" I want to send a notification if somebody tries to crate a company, when a specific property already exists in any other company. Is there a way i can do it with a workflow, or is ther another possibility?"

 

Short Answer: No. Not native built-in HubSpot functionality.

 

Longer Answer: Might be able to accomplish via a lookup using the Company Properties API.

 

Help answer your question? If so, remember to accept this solution now.

 

Best,
Frank

Chief HubSpot Consultant


hubspot-solutions-signature-mfrankjohnson-v05.png

MFrankJohnson.com | Perfect HubSpot Series | Connect on LinkedIn

Help find posts quickly ... accept this solution now.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com