Comparison of properties as enrollment condition on lists/workflows

Allow a new condition in lists/workflows that compares different properties. One example it can help with is to automatically find who is the primary contact for a company.

 

You could do it in a workflow like this:

IF Contact Email is equal to Company Email 

THEN set contact property Primary Contact to YES.

 

HubSpot updates
17 Replies
NicoP
Occasional Contributor

I also need that in order to limit useless update in enrollment or if/then branch.

 

Exemple :

IF Property A = Property B

THEN do nothing

ELSE copy property A to property B

JZ
New Contributor

Hubspot can not implement a basic request like this in two years (which is being generous - people have needed this for a lot longer).

 

All we are asking is to compare two number properties A and B - i.e., if A is less than B, proceed, otherwise stop. 

 

So we have to use Zapier and create a parallel database in Google Sheets just to do basic math?

 

Unacceptable!

matthewscheer
Occasional Contributor

This feature is critical for our global operation. We receive thousands of leads each month from operations around the world and must accurately assign those leads to the right sales rep who covers the contact's company's territory. 

 

We need a way to quality check that the assignments are accurate. In other words, to check that the company owner's location is the same as the company's location. 

 

Without a comparison feature in workflows, there is no way to do this (without creating hundreds of workflows for each country, each state, etc with if/then statements) 

 

Very needed feature! 

Wholesale-Solar
Top Contributor

Well, not only do we need the ability to compare properties, but in your case you are also asking for the ability to compare a contact/deal/company property to a Hubspot user location (Company owner).

 

1. There's nowhere to store data for hubspot users... this needs to be solved. We need the ability to create custom properties for hubspot users, and populate them via the settings UI and via api. Tons of uses for this.

2. Then the ability to expose those properties in workflows. They often implement workflow features one at a time across contacts/deals/companies/tickets - so good luck on when they would decide to make it available in company workflows.

3. Then the ability to actually compare properties to each other via a IF/THEN in workflows.

 

I would say this is a big ask - though a great ask.

 

If you need this sooner rather than later (just assume 1+ years for the featuer) - I would highly suggest solving this via the hubspot api....

 

I know from experience, that there are many use cases that can only be solved via api and crm extensions.

 

I also suggest you build a good relationship with your CSM and regularily (repeateadly) raise your needs in detail with them.

 

Regards,

Chad

 

csbri
Occasional Contributor

I like this idea, as well. I would have another use case off if X property and Y property do not have the same contents, notify me. 

sebs
New Contributor

Hello!

This is a great idea! Did anybody find a workaround for this?

jura
New Contributor

+1