Can I add custom fields from my hubspot integration when I use a look up function? I want to include a field that pulls through and shows "company owner" or "contact owner". It doesn't appear in the list of properties at the moment.
When importing data from HubSpot, you have the flexibility to choose from over 370 properties, including custom fields like "company owner" or "contact owner". Here's how you can include these fields: 1. Use the "Pull in a List of Contacts with HubSpot" or "Import objects with HubSpot" action. 2. When setting up the import, you'll have the option to select which fields to include. 3. Look for the custom fields you want (e.g., "company owner" or "contact owner") in the list of available properties. 4. Select these fields to include them in your import. After importing, you can use these fields in your lookup functions. If you don't see the desired fields, they may need to be set up in your HubSpot account first. If you need more help, please ask to speak with a human agent.
I'd like to use the lookup function instead of importing
When using the lookup function with HubSpot, you can't directly add custom fields like "company owner" or "contact owner". The lookup function is primarily used to check if a contact or company exists in HubSpot. Here's what you can do: 1. Use the "Lookup Contact with HubSpot" or "Lookup Company with HubSpot" action. 2. These actions return basic information about the contact or company if found. 3. To get custom fields, use the "Lookup object with HubSpot" action after confirming the contact or company exists. 4. In the "Lookup object with HubSpot" action, you can specify which properties (including custom fields) you want to retrieve. This two-step process allows you to first confirm the contact or company's existence, then fetch the specific custom fields you need.
How do I get more properties than what the lookup function by defaults pull through?
To retrieve more properties, including custom fields, when using the HubSpot lookup function, you can use the "Lookup object with HubSpot" action. Here's how: 1. Use the "Lookup object with HubSpot" action instead of the standard lookup function. 2. This action allows you to specify which properties you want to retrieve, including custom fields. 3. When setting up the action, you can select the specific properties you need, such as "company owner" or "contact owner". This approach gives you more flexibility in choosing the exact data you want to pull from HubSpot, beyond the default properties. If you need further assistance with this process, please ask to speak with a human agent.
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