HubSpot Ideas

CharlotteAmner

Add 'Value Changed' Option to Workflows and Lists

For example: If a company name is auto-generated or changes, I would want to be able to have a simple workflow set so that the contacts associated to the company update themselves too (or the other way around where a contact can update other associated contacts and the associated company).

Of course, this would be useful for multiple properties, not just this example.

At the moment, there is only a more fiddly way around this that is more complicated and not very intuitive.

0 Upvotes
2 Replies
Stanly
Member
HubDoPete
Key Advisor | Gold Partner

Yes as Stanly points out - use "is known" to detect if the property is changed. Be sure to allow re-enrollment.

 

Also beware of creating dependency loops, e.g. a Contact Company Name change updates the Company and a Company name change updates all associated contacts