Workflow for duplicate field

CClark3 · Tuesday

Hello,

We currently have a project ID field on the deal level that tells us which project this deal is associated to for our finance team. Some deals have their own project ID while some deals share the same project ID. I'm trying to creae a new field that says if the deal is a stand alone project or part of a group. Is there a way to create a workflow that recognizes the duplicate value in project ID field and checks the other field for stand alone or exisiting project?

karstenkoehler · Tuesday

Hi @CClark3,

Not natively, no, but Koalify can help you with this: https://koalify.io/

See here: https://koalify.io/knowledge-base/duplicate-properties

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

karstenkoehler · Tuesday

Hi @CClark3,

Not natively, no, but Koalify can help you with this: https://koalify.io/

See here: https://koalify.io/knowledge-base/duplicate-properties

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

Did my post help answer your query? Help the community by marking it as a solution.

Jonas_De_Mets · Tuesday

Thanks for suggesting Koalify @karstenkoehler!

Our duplicate properties feature will help you identify records with the same project ID. This functionality is currently available for contacts and companies, with deals coming soon.

@CClark3 , feel free to reach out if you're interested in learning more!

Jonas De Mets
RevOps & Co-Founder @ Koalify

Connect via LinkedIn

Did my reply help answer your question? Please mark it as a solution.

CRM