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.
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.
I like this idea too - my intended use would be - if this property hasn't changed since the last time contact went through this workflow, then (do something or do nothing)
I would like to use this to keep from updating a property if it isn't required. So, for a workflow in which I'm going to copy the value of Property X to Property Y, I want an if/then that allows me to say:
If Property Y == Property X, do nothing
Else, copy value of Property X to Property Y
This would also allow me to keep workflows from looping upon one another.
Use case, want to kick off a workflow (or put user in a list) when their "account balance", a field we sync to hubspot, dips below an amount specified in another custom field "balance remind".
"Create a to-do item to contact customer when balance is < $xxx (custom field)"
I'm also looking for the ability to compare two numerical contact properties in a workflow or list. If property A is greater than property B, then do X, else do Y.
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)
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.
We would like to see this features as well. We have a custom deal property that is fed by several different data sources, including through contact form submissions. It would be useful to be able to create a workflow that sent out a notification if there is a discrepancy between what the contact submitted to the contact property and the current value of the company record property.
