CRM

RHolstein4
Member

Comparing fields in Hubspot

SOLVE

I am trying to compare up to three fields in a deal object. I've seen some workarounds using Ops Hub but still need some guidance.

 

Any ideas on how I can compare multiple fields and if they don't match send a notification?

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Comparing fields in Hubspot

SOLVE

Hi @RHolstein4,

 

This would indeed require a custom code action in a deal-based workflow: https://developers.hubspot.com/docs/api/workflows/custom-code-actions

 

Where exactly are you getting stuck?

 

If you don't have access to a developer, working with ChatGPT can work if you specify whether you'd like code in Node.js or Python, which properties the code action should take as input and what you're expecting as output.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Comparing fields in Hubspot

SOLVE

Hi @RHolstein4,

 

This would indeed require a custom code action in a deal-based workflow: https://developers.hubspot.com/docs/api/workflows/custom-code-actions

 

Where exactly are you getting stuck?

 

If you don't have access to a developer, working with ChatGPT can work if you specify whether you'd like code in Node.js or Python, which properties the code action should take as input and what you're expecting as output.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.