CRM

CViehof
Member

Merge three contact properties into one

SOLVE

 

Hey everyone,

I would like to create ZZZ Contact Source = "ORIGINAL SOURCE"_"ORIGINAL SOURCE DRILL DOWN1"_"ORGINIAL SOURCE DRILL DOWN 2".

 

Unfortunately I am really new to Hubspot and therefore I need your guys assistance! Many thanks in advance!

 

Best regards

Christian

 

hubspot.png

0 Upvotes
2 Accepted solutions
Phil_Vallender
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Merge three contact properties into one

SOLVE

Hi @CViehof 

 

This can probably be achieved using custom code workflow actions with the new release of Operations Hub Pro. 

 

However, you may also be able to achieve this using the Concatenate text operator in Zapier's Formatter feature.

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies

View solution in original post

himanshurauthan
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Merge three contact properties into one

SOLVE

In this case, I'll suggest you create a custom property of type "multiline txt" and create a contact-based workflow. Now add action to set a property and select this custom property and then use contact tokens just like I did in the screenshot below:

 

SS1.png

 

 

After running this workflow you'll see how this will set the custom property see below -

 

ss2.png

Regards,

Digital Marketing & Inbound Expert In Growth Hacking Technology

View solution in original post

3 Replies 3
himanshurauthan
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Merge three contact properties into one

SOLVE

In this case, I'll suggest you create a custom property of type "multiline txt" and create a contact-based workflow. Now add action to set a property and select this custom property and then use contact tokens just like I did in the screenshot below:

 

SS1.png

 

 

After running this workflow you'll see how this will set the custom property see below -

 

ss2.png

Regards,

Digital Marketing & Inbound Expert In Growth Hacking Technology
webdew
Guide | Diamond Partner
Guide | Diamond Partner

Merge three contact properties into one

SOLVE

Hi @CViehof ,

Unfortunately twe can't merge system properties like this - these are required individually across assets in the portal and would cause many issues if merged into one.
May I know the reason wahy you want to merge them

Regards.

0 Upvotes
Phil_Vallender
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Merge three contact properties into one

SOLVE

Hi @CViehof 

 

This can probably be achieved using custom code workflow actions with the new release of Operations Hub Pro. 

 

However, you may also be able to achieve this using the Concatenate text operator in Zapier's Formatter feature.

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies