Tips, Tricks & Best Practices

GarrosCaro
メンバー

"How to update a contact property based on an event through a workflow?"

解決

Hi community, 
I'm wondering if you could enlighten me with this: “How to update a contact property based on an event through a workflow?“  
Having issues with finding steps for this. 
Appreciate your guidance  💟 

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

"How to update a contact property based on an event through a workflow?"

解決

Hi @GarrosCaro,

 

The workflow action for this is "Edit record" which allows you to set a value in any property of the enrolled or associated records: https://knowledge.hubspot.com/workflows/create-workflows

 

If you let me know which event exactly you're referring to and give an example, ideally, I can elaborate.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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BrettLee1
メンバー

"How to update a contact property based on an event through a workflow?"

解決

@GarrosCaro Le Saint Victor wrote:

Hi community, 
I'm wondering if you could enlighten me with this: “How to update a contact property based on an event through a workflow?“  
Having issues with finding steps for this. 
Appreciate your guidance  💟 


To update a contact property based on an event in a workflow, set the event (e.g. form submission, email click) as the trigger. Then, add an action to “Set contact property” and choose the field and value to update. Save and activate the workflow. Ensure the event is tracked correctly and no other workflows conflict.

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

"How to update a contact property based on an event through a workflow?"

解決

Hi @GarrosCaro,

 

The workflow action for this is "Edit record" which allows you to set a value in any property of the enrolled or associated records: https://knowledge.hubspot.com/workflows/create-workflows

 

If you let me know which event exactly you're referring to and give an example, ideally, I can elaborate.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 いいね!
GarrosCaro
メンバー

"How to update a contact property based on an event through a workflow?"

解決

Hi Karsten, 
Thank you so much for your quick answer! This case involves a 3rd party integration, so basically we are trying to update a property after a NPS is submitted. 
Seems like it's only interacting with "increase or decrease value" property, and if same user submits more than once, the scores are changing that way.
No other property is interacting the way it should be. 
Does that make sense? 

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