Enrolling contacts in a workflow based on properties of a custom object.

[jmoyers]

Hello, 

I have created an association between my custom object 'CustomObject' and Contacts. I query the schema and see the association exists on the Contact and the CustomObject:

{
"fromObjectTypeId": "0-1",
"toObjectTypeId": "CUSTOM_OBJECT_ID",
"name": "trip_to_contact",
"cardinality": "ONE_TO_MANY",
"inverseCardinality": "ONE_TO_MANY",
"id": "2",
"createdAt": null,
"updatedAt": null
},
{
"fromObjectTypeId": "CUSTOM_OBJECT_ID",
"toObjectTypeId": "0-1",
"name": "trip_to_contact",
"cardinality": "ONE_TO_MANY",
"inverseCardinality": "ONE_TO_MANY",
"id": "1",
"createdAt": null,
"updatedAt": null
},

When setting up the enrollment trigger for the CustomObject based workflow, as exected, I get the option to filter on 'Contact'.

However, when setting up the enrollment trigger for the 'Contact' based workflow CustomObject does not appear in the list of filters. 

Is there something I'm missing or is this not possible?

Thanks.

[himanshurauthan · Accepted solution]

Hey

You can use a contact property in the custom_object based workflow but you can not use a custom object in the contact_based workflow.

The idea is already submitted to the HubSpot team:

 Regards,

[PamCotton]

Hello @jmoyers, happy Friday!

I would like to invite some of our top experts to share their ideas @SeanB_407 @JDobson @rikkilear any recommendations to @jmoyers matter?

Thank you,

Pam