Comparison of properties as enrollment condition on lists/workflows

stephentradify

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.

 

49 Replies
nona
Member

Hi @jtremblay  !

Completely agree with @gtwright 

 

"I'd love to be able to compare two numerical contact properties in a workflow. For example, if property A is greater than property B, then do X, else do Y."

 

Now we can only compare between date properties, would be really useful to be able to compare between numerical properties,

at least between ones that are of the same entity (two number properties in contacts for example).

Comparing between contact & company properties for sure requires more work, but comparing contact properties of the contact,  or ticket properties of a ticket, the same for deals, etc. Seems more feasible.

 

Thanks in advance! 🙂

 

 

Saper
Participant

And here's another really simple yet essential – yet missing functionality on HubSpot. Very difficult to understand how such essential things are missing after years...

rskousen
Member

This feature is very much needed by our company.

 

This would allow us to stop creating duplicate data by checking in a workflow if any existing company name == new contact's company name (which was entered from a form) before creating another company that just has to be merged later.

 

FelipeFelix
Contributor

Any updates, HubSpot team? This would be a great feature!

Sometimes we need to match if two properties are the same due to some import/export process and is a pain to do this with Google Sheets.

 

Best, Felix

graceotaiza
Participant

+1

marketingchris
Participant

I solved my problem though a third property that I'm comparing the other two with. This is for checking if a customer is overutilized on a license: 

 

marketingchris_0-1611965020875.png

 

hannalofving
Contributor

Nothing new Hubspot? It's been almost a year since you said it was beeing reviewd. 

This is a highly wanted feature! 

klarx
Member

Definitely needed. Especially when comparing created at or updated at dates with synced date properties

joshualanger
HubSpot Employee

Hi everyone - Joshua from HubSpot here!

 

For now, one workaround to this would be to create a new custom calculated property. This would allow you to set conditions that compare two numerical values so that if X > Y it would calculate the property. You could have the property do a simple calculation such as 1 + 1 so that if X > Y the new calculated property will have a value of 2 and if X <= Y (so if X is not greater than Y) then it wouldn't calculate at all. You can see what this would look like in the attached screenshot where the calculation depends on whether the 'number' property is greater than 'Total revenue'. You can then use this new calculated property in a Workflow/List so that if it is equal to 2 you will know that X > Y for that Contact etc.

 

To create such a property, simply go to Settings > Properties > click Create property and for the field type select Calculation and make sure to build a custom equation.

 

custom equation.png