I'm trying to build a workflow that uses the filter logic contains exactly, but that filter is only available in contact search. Workflow (and workaround contact list) filters are limited to contains or is equal to.
Details: I want to assign persona values based on job title. For instance, if job title contains exactly "AR" (accounts receivable) then assign persona "accounting." Here are the problems with existing workflow logic filters when it comes to short, common character combinations (AP, CIO, CTO, etc.) using "AR" as an example:
If I apply filter logic "job title" contains "AR": Anyone with the character string AR in their title is incorrectly included - e.g. mARketing, ARt director, cAR salesperson, etc. Building an exclusion list of every conceivable job title that does not contain EXACTLY "AR" would be impossible.
If I apply filter logic "job title" is equal to "AR": This exludes titles like AR Manager, Manager of AR, AR Director, AR Specialist, etc. Likewise, building an inclusion list of every conceivable job title that IS EQUAL TO anything including exactly AR would be impossible.
Because there are thousands of non-standardize job titles that include short character combinations, it's crucial to have contains exactly workflow logic filters available.
Hubspot support suggested workaround: Search contacts filtering by "contains exactly," build lists from search results, and enroll contacts on lists in workflows. This is (1) extremely time-consuming, and (2) not scalable, since it only allows me to build static lists for existing contacts and would need to be executed regularly for every letter string that's causing issues on a regular basis.
We enroll contacts in email campaigns based on persona, so this is a crucial function!
I thought I was the only person having this exact problem. Did you find an alternative solution such that you do not have to add varations of every title?
I have a similar issue, whereby I want to extrapolate an exact match from a string of values. For example, we have multiple values that contain 'notifier' but have different first words.
My goal is to copy a single-line text property value, which contains many different notifiers into a drop-down menu property that allows me to filter by selected notifiers instead of searching from within the single-line text.
I would also be interested in this solution. Or even a workaround. I'm not sure why we can filter a list using this functionality, but can't create a workflow on it.
