CRM

CVillegasHak
Participant

Is there a method to Compare user properties using workflows and if not can it be added?

I see numerous posts about this and ideas in the forums. While I know I can develop integrations left and right using the APIs and that there are other 3rd party workflow utilities out. Our users are adamant about using the internal tools and are simply trying to clean up accounts that are assigned to a company when they leave that company and the email is modified.

 

I found another forums post where the moderator said you can compare the users email domain to a companies domain, but it appears to be hardcoded which isn't useful as it needs to be dynamic.

 

Basically since they want to use and learn the product themselves I can get them a quarter of the way with a workflow, but the product can't do much in the realm of storing a variable or comparing it as everything appears to be manual. What I'm trying to do is an if statement that says if an contact that's caught by the workflow's email domain matches another companies email domain either email the admins, change the email domain, website url, etc. since the product's workflows cannot ASSIGN at all how would someone handle this with the internal tools from the user base?

4 Replies 4
PBaxter
Participant

Is there a method to Compare user properties using workflows and if not can it be added?

I have a method for this at least for text properties, using the Ops Hub 'cut' format action

 

example - I have two email addresses and want to compare them any time that email_2 changes, and then set a property email_matches

 

email_1

email_2

 

enrol: email_2 is known (re-enrolment on):

 

custom format action: cut(email_1, email_2) -> copy the result to a property email_match_interim

 

if/then action:   

if email_match_interim is unknown, branch 1: set email_matches = true;  none met: set email_matches = false; 

 

Basically, if the two emails are identical, the cut operation results in a null string which directs the if/then action

kvonloesecke
Community Manager
Community Manager

Is there a method to Compare user properties using workflows and if not can it be added?

Thank you for sharing, @PBaxter


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TiphaineCuisset
Community Manager
Community Manager

Is there a method to Compare user properties using workflows and if not can it be added?

Hi @CVillegasHak 

 

Thank you for reaching out!

 

This is not possible at that stage to compare properties in workflows, but I'd recommend upvoting this idea that's currently being examined by the Product Team. You can also subscribe to it (Options > Subscribe) to get notifications if the status changes. 

 

I also want to tag some of our experts to see if they can think of a workaround : @Phil_Vallender @MatthewShepherd @Gonzalo any ideas regarding this? 

 

Best, 

Tiphaine


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GrantCarlile
Top Contributor | Diamond Partner
Top Contributor | Diamond Partner

Is there a method to Compare user properties using workflows and if not can it be added?

Well said. Yes please. Agreed.

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