HubSpot Ideas


Additional functionality for associated objects in workflows

When building cross object workflows, Hubspot defaults to look for "at least one associated record".  It would be great if we had an option to choose "all associated records".  


An example would be a deal based workflow that has two contacts associated with it.  Let's say I want to update a copy over a property value from the deal record to the contact record but I only want to do that for a particular type of contact.  Right now, that's not a possibility as all or neither will be updated with no flexibility.  


This logic is consistent across multiple areas but is most frustrating with workflows.  Any added functionality in being able to specify the actions that happen to an associated record would be helpful.  

1 Reply
Member | Diamond Partner

Would love to see this implemented too because it would allow many complex implementations in incrementing data.