Lists, Lead Scoring & Workflows

nikolasmrg
Miembro

Merge values of custom properties

resolver

Hi, 


I have created Custom Property (CP) 1 and Custom Property (CP) 2 in Hubspot. The CP1 is crucial to assign the leads to the sales team, and the CP 2 has additional information. Is there a way that I can merge these to CP to another CP 3 which will be mapped with a Salesforce field? The merge needs to be part of a workflow, so not a manual process with export/import data. 

 

Regards,
Nikolas

2 Soluciones aceptadas
ajchapman20
Solución
Colaborador líder | Partner nivel Diamond
Colaborador líder | Partner nivel Diamond

Merge values of custom properties

resolver

Unfortunately, at this time, we don't have the capability to do this through a workflow. The only option would be that manual export/import process. I definitely see the use case, though.

Alex Chapman | Inbound marketing Expert

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bradmin
Solución
Asesor destacado

Merge values of custom properties

resolver

Hi, @nikolasmrg. You may want to try using automation to build CP3 on the Salesforce side instead, then map that back to a HubSpot property, if possible. 


Brad Mampe, Salesforce Analyst, Fidelity
I'm probably wrong. I may not be right about that.

Ver la solución en mensaje original publicado

3 Respuestas 3
bradmin
Solución
Asesor destacado

Merge values of custom properties

resolver

Hi, @nikolasmrg. You may want to try using automation to build CP3 on the Salesforce side instead, then map that back to a HubSpot property, if possible. 


Brad Mampe, Salesforce Analyst, Fidelity
I'm probably wrong. I may not be right about that.
MikeCormack
Colaborador líder

Merge values of custom properties

resolver
Yep that’s the way to do it 🙂🙂
0 Me gusta
ajchapman20
Solución
Colaborador líder | Partner nivel Diamond
Colaborador líder | Partner nivel Diamond

Merge values of custom properties

resolver

Unfortunately, at this time, we don't have the capability to do this through a workflow. The only option would be that manual export/import process. I definitely see the use case, though.

Alex Chapman | Inbound marketing Expert