CRM

CBabb
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How to aggregate data from the multiple fields into one new field?

Hi - I have a field (let's call it Field X) in each Deal and I have multiple Deals related to one Contact.

 

I want to aggregate the data from the Field Xs and concatenate them into Field Y.

 

Is this possible? 

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karstenkoehler
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

How to aggregate data from the multiple fields into one new field?

Hi @CBabb,

 

Yould you specify what exactly the aggregation / concatenation should look like? If you have deals with values "A", "B", and "C", do you want to field on the contact record to say "ABC"?

 

Best regards

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

Beratungstermin mit Karsten vereinbaren

 

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