CRM

user5327
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Insert Personalization Token into Workflow Generated Task

解決

Hey guys,

 

We are looking to use Hubspot as the central core to operations at our business. We are a service business and there is high variability in the services delivered. 

 

As such we need to include customer specific information in tasks. 

 

I am wondering once I create custom fields in either the Company or Contact entities can I extract those values from those custom fields and insert them (token) into the Task notes using a workflow. 

 

I know this funcationality exists for things like emails.

 

Thanks in advance.

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MFrankJohnson
解決策
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Insert Personalization Token into Workflow Generated Task

解決

_hubspot-button-accept-as-solution-gif-v00.gif

 

Q: Once I create custom fields in either the Company or Contact entities can I extract those values from those custom fields and insert them (token) into the Task notes using a workflow?

 

Short A: Yes, but only at Task creation time.

(see image)

 hubspot-kickass-task-creation-gif.gif

 

Longer A:

No way currently to 'insert' [your word] anything into existing Tasks using a HubSpot workflow.

 

Always happy to help you build on HubSpot.

 

Best,
Frank


hubspot-solutions-signature-mfrankjohnson-v05.png

www.MFrankJohnson.com

Help find this post quickly ... accept this solution now.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com

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1件の返信
MFrankJohnson
解決策
ソートリーダー

Insert Personalization Token into Workflow Generated Task

解決

_hubspot-button-accept-as-solution-gif-v00.gif

 

Q: Once I create custom fields in either the Company or Contact entities can I extract those values from those custom fields and insert them (token) into the Task notes using a workflow?

 

Short A: Yes, but only at Task creation time.

(see image)

 hubspot-kickass-task-creation-gif.gif

 

Longer A:

No way currently to 'insert' [your word] anything into existing Tasks using a HubSpot workflow.

 

Always happy to help you build on HubSpot.

 

Best,
Frank


hubspot-solutions-signature-mfrankjohnson-v05.png

www.MFrankJohnson.com

Help find this post quickly ... accept this solution now.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
0 いいね!