Use Checkbox values for calculations
Résolue
1 Solution acceptée
Use Checkbox values for calculations
RésolueHi @RLV2525,
You'd have to "translate" the checkbox value into a number for HubSpot first. This would be possible with workflows and additional properties.
For each checkbox, you'd create a custom property, e.g. Form checkbox 1 (number). In a workflow, you would then enroll all contacts in your CRM (for example by selecting Create date is known).
The enrollment is followed by an if/then branch. If the checkbox value is known, set the Form checkbox 1 (number) to [number]. If the checkbox value is unkown, set it to 0. It's crucial that every contact gets a number, even if it's a 0, otherwise the calculated property won't... calculate. There needs to be a value in this field. (see here)
For the enrollment triggers, you might want to include a second option:
Create date is known OR
Contact has filled out any form on any page
You can use this form criterion for re-enrollment; for contacts who fill out the form and do not tick the box, but come back and tick the box the second time around.
Unfortunately you need to create this for each checkbox.
Hope this helps!
| Karsten Köhler |
 | Did my post help answer your query? Help the community by marking it as a solution. |
Use Checkbox values for calculations
RésolueHi @RLV2525,
You'd have to "translate" the checkbox value into a number for HubSpot first. This would be possible with workflows and additional properties.
For each checkbox, you'd create a custom property, e.g. Form checkbox 1 (number). In a workflow, you would then enroll all contacts in your CRM (for example by selecting Create date is known).
The enrollment is followed by an if/then branch. If the checkbox value is known, set the Form checkbox 1 (number) to [number]. If the checkbox value is unkown, set it to 0. It's crucial that every contact gets a number, even if it's a 0, otherwise the calculated property won't... calculate. There needs to be a value in this field. (see here)
For the enrollment triggers, you might want to include a second option:
Create date is known OR
Contact has filled out any form on any page
You can use this form criterion for re-enrollment; for contacts who fill out the form and do not tick the box, but come back and tick the box the second time around.
Unfortunately you need to create this for each checkbox.
Hope this helps!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
Use Checkbox values for calculations
RésolueUse Checkbox values for calculations
RésolueHi @EbarakHossain, would love to help but not super-familiar with this setup of Tripetto/Zapier, unfortunately. Best regards!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
