Lists, Lead Scoring & Workflows

matt_scott
Top Contributor | Platinum Partner
Top Contributor | Platinum Partner

Set associated Object in workflow that can then be used in emails

In workflows you can now access object data via associations when for example you choose "copy property value" then you can choose "Edit available data".

This allows me to access the data of an associated object.

However If I want to send a marketing email to the contact, using personalisation tokens, I can't use that associated objects data

The marketing Email should have the same option to add additional data sources.


Matthew Scott
Head of Development | Hubspot Solutions Architect

B2B marketing agency: Specialist B2B content marketing and demand generation for SaaS vendors and HubSpot Users | Deeply Digital | HubSpot Partner since 2010


01926 334003

deeplydigital.co.uk

3 Morton Street, Leamington Spa, CV32 5SY, UK
2 Replies 2
franksteiner79
Key Advisor

Set associated Object in workflow that can then be used in emails

Hi @matt_scott 

 

As far as I know you can select information from associated objects in an email via personalisation tokens when creating an automated email, see screenshot:

 

Screenshot 2023-11-21 at 13.42.42.png

This also includes custom objects that you may have in your portal.

The important thing is to send these emails via the corresponding object workflow, e.g. if you want to send deal information to a contact this needs to be done via deal automation. Is that what you are referring to?

 

Frank

Found my comment helpful? Great! Please mark it as a solution to help other community users.


Frank Steiner

Marketeer | HubSpot Expert | CRM Consultant

InboundPro

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matt_scott
Top Contributor | Platinum Partner
Top Contributor | Platinum Partner

Set associated Object in workflow that can then be used in emails

It has to be a contact based workflow

It's triggered when the contact is associated to a cutom object (training event)

If it was triggered the other way around as an object based workflow, each time a new attendee is added to the training event the workflow would be triggered and send the email out to all the associated contacts everytime.

Matthew Scott
Head of Development | Hubspot Solutions Architect

B2B marketing agency: Specialist B2B content marketing and demand generation for SaaS vendors and HubSpot Users | Deeply Digital | HubSpot Partner since 2010


01926 334003

deeplydigital.co.uk

3 Morton Street, Leamington Spa, CV32 5SY, UK
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