How to Filter a HubSpot User Property in Deals, Based on a Custom Checkbox Property in the User obj.

[Anupa_Dayaratne]

We aim to implement the following functionality within HubSpot:

Custom Properties:

User Object: Create a custom property named "User Eligible" (Property Type: Single Checkbox - Yes/No).
Deal Object: Create a custom property named "Eligible User" (Property Type: HubSpot User).

Expected Behavior:

The "Eligible User" property in the Deal object should display only users who have the "User Eligible" property in the User object set to "Yes."

Query:
Is it possible to filter and populate the "Eligible User" property in the Deal object based on the value of the "User Eligible" property in the User object?

This functionality would ensure that only eligible users are available for selection in the Deal object based on the criteria specified in the User object.

[PamCotton · Accepted solution]

Hey @Anupa_Dayaratne, happy Friday!

Unfortunately, HubSpot doesn't currently support directly filtering "HubSpot User" properties in the Deal object based on a custom checkbox property in the User object. However, you can achieve similar functionality using workflows. You could set up a workflow that triggers when the "User Eligible" property is set to "Yes" in the User object, and then automatically associate eligible users to deals by updating the "Eligible User" property based on the criteria you've specified.

If you're looking for a more automated solution, it might require using custom code or third-party integrations via the HubSpot API.

To our top experts, @Lucila-Andimol and @franksteiner79 do you have any recommendations for @Anupa_Dayaratne matter?

Thank you,

Pam