Sequences, Custom Objects and Workflows

BHörmann · ‎Dec 7, 2023

Is there a way to use Info stored in Costum Objects in Sequences other then to copy it in a contact, company or deal? (Wouldn't work in most cases since most assisiations would be 1 to many)

Really like the idea of placeholders, however I found no way to add those for sequences triggerd by workflows. Any Ideas?

PamCotton · ‎Dec 7, 2023

Hello @BHörmann, thank you for posting in our Community!

I was able to find a similar post in our Community here.

It is mentioned that HubSpot now only allows single-line text and numbers as the primary property for custom objects.

I invite our top experts to this conversation: @cwh8944, @jolle, and @franksteiner79. Do you have any recommendations for @BHörmann?

Thank you,

Pam

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JakeKnight · ‎Dec 7, 2023

Unfortuantely, you would need to copy the info into the contact. We do this with entire blocks of text as well. So Object Property A copies to Contact Property A, which then sets a text block in Contact Property B that is then used in the sequence.

CRM