Lists, Lead Scoring & Workflows

derekperkins
Participant

Reference Object from Workflow in Email Template

SOLVE
Is there a way to reference the trigger object for a workflow in an email template? Here's a scenario:
  1. "Contact A" belongs to 2 companies - "Primary Company" and "Another Company".
  2. "Primary Company" is the primary company for "Contact A".
  3. A workflow is triggered for "Another Company", which has an action to send to all contacts associated with "Another Company"
  4. In the email template that will send to "Contact A", I want to reference "Another Company", not "Primary Company"
I don't see a way to reference anything except the Primary Company in the email template
 
 

hubspot workflow.png

 

I was expecting to be able to see "Company from Trigger" or something here. It doesn't have to be here, as I understand that might get tricky because an email doesn't have to come from a specific workflow, but a way to reference it like {{ workflow.triggerObject.(all properties available) }}

 

derekperkins_0-1654722053400.png

 

0 Upvotes
1 Accepted solution
himanshurauthan
Solution
Thought Leader | Elite Partner
Thought Leader | Elite Partner

Reference Object from Workflow in Email Template

SOLVE

Hello @kvlschaefer and @derekperkins,

 

Currently, we can only use the primary company token in the HubSpot Emails.

 

Regards,

Digital Marketing & Inbound Expert In Growth Hacking Technology

View solution in original post

2 Replies 2
kvlschaefer
Community Manager
Community Manager

Reference Object from Workflow in Email Template

SOLVE

Hi @derekperkins,

 

Thanks for reaching out!

 

I would like to add some experts our conversation to get their input.

Hi @Aakar, @himanshurauthan, @jforte, @Josh, @Phil_Vallender - Do you have any advice for @derekperkins?

 

Thank you!

 

Best,

Kristen


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !
himanshurauthan
Solution
Thought Leader | Elite Partner
Thought Leader | Elite Partner

Reference Object from Workflow in Email Template

SOLVE

Hello @kvlschaefer and @derekperkins,

 

Currently, we can only use the primary company token in the HubSpot Emails.

 

Regards,

Digital Marketing & Inbound Expert In Growth Hacking Technology