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Workflow actions that can update properties across different (associated) object types.
Our company uses your workflows HEAVILY, but we are constantly having to work around one major limitation: The workflows can only change properties on one type of HubSpot object. For example, if you start a ticket-based workflow, you can only change a ticket property. But there are often contacts, company records, and even deals that are associated with that ticket, and it would be extremely useful to us if we could update properties on those associated records right from the same workflow. Something that happens in a ticket, for example, OFTEN impacts a property that "lives" on the contact record, or company record, but we can't even trigger a workflow on that other record, let alone update the property.
We understand this is probably a challenging thing to accomplish because it would likely require the workflows to have the ability to perform a relational query in order to cross-reference and update different objects. But without this capability, we often find that we have to rely heavily on our developer to go the last mile (using APIs and other custom software) - just to make two related things in your database "talk" to each other.
The other option we currently use to accomplish what we need to do is use your reporting tool, which does at least let us run reports on two item types. With this tool, we have to build a report that helps us find the records that have gotten out of sync (because they couldn't update automatically), and then go to the records and update them manually.
Asking our sales team to update lots of properties manually doesn't help me sell the benefit of HubSpot to that team - I've received feedback from them that it just makes their interactions with HubSpot feel like busywork.
As of 10AM EST today, the Data Panel beta is official open to the public. Simply go to https://app.hubspot.com/l/whats-new/betas and join the "[Public Beta] Data Panel with associated record data in workflows" beta.
We have noticed that there is some confusion around what the private beta for the Data panel feature includes so we'd like for anyone looking for more information to visit this KnowledgeBase doc:
If that's something you'd like to get access to (and are willing to provide feedback + understand there is some risk of bugs associated with joining the beta), please feel free to reach out to me directly with your email and HubSpot ID.
I have exciting news to share. After months of hard work, the team is ready to start working with customers interested in testing out the new Data panel feature. Since we're still actively working on many of the features that are needed to bring this to a public release, we want to welcome anyone looking to be a VERY early beta tester to try out the new Data panel feature.
Feel free to message me directly and I'll send all relevant information.
Thanks for your feedback over the years, you made this feature possible.
At this time, the team is working on a major feature that sets our foundation for the type of functionality described in this thread. Specifically, we're working hard on "unlocking" far more HubSpot and Workflow specific data for use across a workflow. While I can't offer more details on the feature itself, I can say that one of the primary goals is the accessing and editing of any CRM object in a customer's portal via our workflow actions. This should enable @BenettB and others with similar requirements to take more control of their data from within a workflow.
We'll be reaching out to interested parties once we launch a Beta
I hear you! This has been around for some time now, but it's certainly possible that you were operating on a workflow in the old system, which we have been migrating over the last three years. Either way, these usecases you bring up are precisely where we're headed with our associations work! I'm glad to hear you'd have a solid use case for it. I think you're right that we should build a way to create associations with Workflows so I'm going to be adding this to our usecase list.
I think you're right that we should be making many of these interactions doable so I'm grateful for the detail you gave us. I'll try to update this thread once we get further into these projects.
Hi @BenettB ! Just so I understand, do you mean that when, say, you have a ticket enrolled in a workflow, you'd like all deals associated with it to have a property updated? I might be missing something but this should be doable today with the Set or Copy property actions. It won't allow you to set WHICH associated deals, but it sounds like that's not a requirement in your case.
As of 10AM EST today, the Data Panel beta is official open to the public. Simply go to https://app.hubspot.com/l/whats-new/betas and join the "[Public Beta] Data Panel with associated record data in workflows" beta.
@zeke I'm trying to find documentation on how to create labels using a workflow for associated objects within the workflow, but I can't find anything. Where would I find this?
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