Subscription Record Workflow

[ThomasPeter]

I have some custom properties in subscription that should be updated according the product, now i am using a workflow that is updating the properties according to each product, But the problem is i cant dynamically catch a product from subscription and also i want to know the easiest way to copy a property from product to subscription.

[AutomationStrat · Accepted solution]

@ThomasPeter Unfortunately this is a HS limitation. Workflows can’t “look up” product properties and push them into the subscription object and there isn’t a direct way to dynamically copy properties between them. The easiest no-code workaround is to rely on line item properties in workflows. If you need it to be truly dynamic Ops Hub custom code or an external tool like Zapier may be the way to go.

If the product data is stored as line items on a deal/subscription, you can build workflows that copy properties from the line item into custom fields on the subscription object. HubSpot recently added more robust line item triggers in workflows, which makes this a bit easier (though it’s still limited if you have multiple products on the same subscription).

If you have Ops Hub Pro or Enterprise, you can use a custom code action inside a workflow to fetch the associated product/line item data via HubSpot’s API and then update the subscription record with the property values.

Hopefully this helps, let me know. 

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Andrew Page Managing Partner Automation Strategy Group Sales and Marketing Automation Consulting

[ThomasPeter]

Thanks for the reply