Insert Personalization Token into Workflow Generated Task

[user5327]

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.

[MFrankJohnson · Accepted solution]

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)

 

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

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www.MFrankJohnson.com

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