CRM

MSchmidt_Klimeo
Participant

Copy a custom object field to contacts

Hello,

 

I'm a regular user and relatively new to HubSpot and I'm looking for a solution to the following problem:

 

I have a custom object called "City Area". In it I saved an “area codes” field with 1,800 unique codes. Now I want to copy the value of the "area codes" field from the "City Area" custom object in my contacts to the field called "area codes copy", but only if the contacts "Zip Code" field matches the "area codes".


Example:
If contact field "Zip Code" is "12345", then look for the value in custom object "City Area" and if there is a match, copy from custom object "City Area" the value "12345" from "area codes" into contact field "area codes copy", else copy nothing.


I use Marketing Hub Enterprise and Sales Hub Professional.

 

Any ideas how to solve this?

Thanks!

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3 Replies 3
LouiseHare
Top Contributor | Partner
Top Contributor | Partner

Copy a custom object field to contacts

Hi @MSchmidt_Klimeo ,

 

If you have Operations Hub I believe this should be doable via custom code in a workflow.


Thanks,

LouiseHare_0-1709049411269.png

Louise Hare she/her

Freelance HubSpot Specialist 

www.louisemhare.com

Want to chat HubSpot?

LouiseHare_1-1709049411271.png

 

If my reply helped to answer your question please mark it as a solution to make it easier for others to find!

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MSchmidt_Klimeo
Participant

Copy a custom object field to contacts

Hi @LouiseHare,

 

thanks for your reply. I don't have Operations Hub with the custom code option.

Best, Magnus

0 Upvotes
LouiseHare
Top Contributor | Partner
Top Contributor | Partner

Copy a custom object field to contacts

Hi @MSchmidt_Klimeo ,

 

Unfortunately I don't think this is possible without it.

 

Sorry I can't be of more help.

LouiseHare_0-1709049411269.png

Louise Hare she/her

Freelance HubSpot Specialist 

www.louisemhare.com

Want to chat HubSpot?

LouiseHare_1-1709049411271.png

 

If my reply helped to answer your question please mark it as a solution to make it easier for others to find!

0 Upvotes