I’ve created a bunch of custom fields in Hubspot so I can send a custom message to certain customers based on data that we have in Quickbase. However, if I can't populate those custom fields in Hubspot through Workato, then I hit a snag.
If Workato were able to grab any custom fields in Hubspot, then it would make the integration much more powerful.
For example, on our website we have a "form fill" where potential customers fill in information, name, email, services requested, etc. and that populates a record in Quickbase. My Call Center then uses QuickBase to classify what type of lead it is (legit, junk, recruiting, etc), and they pick from a list of "template" responses to send the customer based on the form fill they submitted. If Workato were able to write to the custom fields I have setup in Hubspot, I could send a custom message from Quickbase trough Workato to Hubspot without having to have a ton of different Hubspot email templates. See the attachment. I have a field setup in Hubspot called "Message". I would like to be able to populate fields like this (multi-line text) with information from Quickbase. In this scenario, it would be a pre-built template that my call center chooses from + a nice little custom message from the call center rep that addresses anything above and beyond what the template provides.
Chaseblackmon
Hubspot: Custom Fields
I’ve created a bunch of custom fields in Hubspot so I can send a custom message to certain customers based on data that we have in Quickbase. However, if I can't populate those custom fields in Hubspot through Workato, then I hit a snag.
If Workato were able to grab any custom fields in Hubspot, then it would make the integration much more powerful.
For example, on our website we have a "form fill" where potential customers fill in information, name, email, services requested, etc. and that populates a record in Quickbase. My Call Center then uses QuickBase to classify what type of lead it is (legit, junk, recruiting, etc), and they pick from a list of "template" responses to send the customer based on the form fill they submitted. If Workato were able to write to the custom fields I have setup in Hubspot, I could send a custom message from Quickbase trough Workato to Hubspot without having to have a ton of different Hubspot email templates. See the attachment. I have a field setup in Hubspot called "Message". I would like to be able to populate fields like this (multi-line text) with information from Quickbase. In this scenario, it would be a pre-built template that my call center chooses from + a nice little custom message from the call center rep that addresses anything above and beyond what the template provides.