Workflow Question: How to output Hubspot properties in free text field for "Salesforce".

SOLVE
Paul3565
Member | Platinum Partner

I want to create a workflow where different properties are assigned. At the end of the workflow these properties should be output in free text fields for "Sales force". The values should not be overwritten but appended at the end.
How does this work?
Do you have an example?

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1 Accepted solution

Accepted Solutions
Krystina
Solution
Key Advisor | Platinum Partner

Hi Paul,

 

You might need to setup a custom script hosted on a web server where this string manipulation can be easily done—you would ping this script from your HubSpot workflow  (this is called a "webhook"). Your script would to its magic and then update Salesforce via its API.

 

The script itself would be very simple to produce—the biggest challenge is whether or not you have "Enterprise" for HubSpot as the "webooks" feature is only available in Enterprise editions of HubSpot:

 

https://knowledge.hubspot.com/workflows/how-do-i-use-webhooks-with-hubspot-workflows

 

Hope that helps!

Did this post help solve your problem? Help the community and mark it as a solution.
Krystina Gillenwater
A B2B Revenue Operations (RevOps) Firm.
HubSpot Platinum Partner Logo HubSpot Platinum Partner Agency
Book 15 Minutes with Krystina »

View solution in original post

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2 Replies 2
PamCotton
Community Manager

Hey @Paul3565 

 

I apologize for the delay, were you able to get your question solved? 

If not I would need more information about it, what properties would the workflow set

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0 Upvotes
Krystina
Solution
Key Advisor | Platinum Partner

Hi Paul,

 

You might need to setup a custom script hosted on a web server where this string manipulation can be easily done—you would ping this script from your HubSpot workflow  (this is called a "webhook"). Your script would to its magic and then update Salesforce via its API.

 

The script itself would be very simple to produce—the biggest challenge is whether or not you have "Enterprise" for HubSpot as the "webooks" feature is only available in Enterprise editions of HubSpot:

 

https://knowledge.hubspot.com/workflows/how-do-i-use-webhooks-with-hubspot-workflows

 

Hope that helps!

Did this post help solve your problem? Help the community and mark it as a solution.
Krystina Gillenwater
A B2B Revenue Operations (RevOps) Firm.
HubSpot Platinum Partner Logo HubSpot Platinum Partner Agency
Book 15 Minutes with Krystina »

View solution in original post

0 Upvotes