Populate a "text input" with info that is in CRM/Hubspot data depending on another "text input" entr

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Occasional Contributor

Greetings, folks!

I need to auto-populate some text inputs with matching info in hubspot like:

*If I give to you an ID that match with some info in hubspot then populate the other text inputs with name lastname and email if is not matching then include as a new contanct.

 

Thanks in advance

Loving HubSpot

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Community Thought Leader | Diamond Partner

Hi @CarlosBlanco 

 

You can use Workflows, if you have access to them, to check the value of one property and then to set the value of another, or to copy a value from one property to another. This may let you achieve what you are looking to do. 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies
Occasional Contributor

Thank you @Phil_Vallender , I'll try with workflows and let you know.

 

There is a way to match the "info" with "contacts", if they put their ID number and then the name and the email goes into "name and "email" inputs?

 

Thanks in advance for your time

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