How can I copy contact owners NAME to another property?

[Daemach]

We use mailchimp for our email.  I need to use piesync to push hubspot contacts into mailchimp with the contact owners name so that name will show up on reports.  Contact owner isn't even a possible sync field for some reason.  I tried creating a custom property and a workflow to copy contact owner into it, but it copies the owner's ID instead of the name.  How do I get an owner's name into that field???

[TH7]

I know this is an old post, but I had the exact same problem (for companies) and found a similar solution elsewhere.

1. Create a custom text property to hold the owner's name
2. Create a workflow with a set property step
3. Paste a personalization token in the property you created in step 1
   • For example: {{ contact.hubspot_owner_id.fullname }}
4. Test workflow
5. Celebrate when it works

P.S. You can also stamp the team using: {{ company.hubspot_team_id }}

[AKing78]

Another solution is to copy all the options to a multi-select property then to a text property - it will copy the Label instead of the internal value. You must copy the Label (Name) and Internal Value from the company property (do not copy from a different object type as the numbers are different). I find this to be more scalable for large teams though it does require upfront data entry and maintenance as you add employees.

This just became po

[JFitzgerald4]

I'm wondering if I can use this as a solution for a couple things I want to accomplish, but I don't have enough details on how you set this up. Could you elaborate, perhaps share some screenshots?

I know I can accomplish both these things below using workflows and branches, but editing the text values in each workflow branch is really time consuming, and with no easy way to see all the values I'm adding to custom fields side by side it's really difficult to QA.
1) copy the email address of the Deal Owner into a new custom single-line text field.

2) use a custom formula field Community_Lot to contactenate the label of the multi-select custom field Community with a custom text field Lot.
The formula I'm using is concatenate([properties.community_2], ", Lot #", [properties.lot]).
Many of the options in our Community field have integers instead of the Community Name as the internal name, so Community_Lot is displaying "60 Lot #15" instead of "River's Edge Lot #15."

[RIseFuel]

What should the goal be set to?

[karstenkoehler]

Hi @RIseFuel,

The time between enrollment and completion will only be seconds – by this time the contact will be eligible for re-enrollment again. Unless you bulk edit thousands of contacts, this should not be a problem.

Best regards!

[RIseFuel]

I cant seem to get one that has gone through to update a new contact owner change 

[RIseFuel]

That only works if they are not already in the workflow. how do you get them out of the workflow the first time?

[karstenkoehler]

Hi @RIseFuel,

Contacts should re-enroll with the following settings. (Make sure to test this with one test contact in your portal before you unleash it on all contacts.) Previous removal from the workflow shouldn't be necessary since there are only a few workflow steps which will ususally be executed within a few seconds.

Best regards!

[karstenkoehler · Accepted solution]

Hi @Daemach,

Instead of copying the values from the Contact owner property to a custom property, you could use if/then branches to set specific values for the target property. The setup is a little bit laborious but it should work:

If Contact owner is User 1, set value of new property to 'User 1'

If Contact owner is User 2, set value of new property to 'User 2'

If Contact owner is User 3, set value of new property to 'User 3'

etc.

Now, you're not copying the owner IDs, you're manually setting the values. Of course this is only feasible for a few owners, not for dozens. In that case you should reach out to PieSync support as @TitiCuisset has already pointed out.

Hope this helps!

[RIseFuel]

How do you remove them from this workflow and re-enroll if contact owner is changed?

[Daemach]

I suppose this would work, but it requires manually keeping this up to date which is a downer.

Hubspot is pretty, but I sure wish the platform was more intelligent 😕

[TitiCuisset]

Hi @Daemach 

Thank you for reaching out. 

I'd recommend reaching out to PieSync support regarding this as they were the ones who built this integration and will be better to explain why Contact Owner is not appearing as an option when you add a custom mapping, and/or if this is expected behaviour. 

For your workflow, however, did you choose a "HubSpot user" type of field for your custom property? 

Thank you, 

Tiphaine

[Daemach]

I used a string field, assuming that if the hubspot user didn't come through as contact owner, it wouldn't work here either.