Description
This Paid Tutorial covers how to create a workflow with a Custom Code element to dynamically sync Company Properties to a Company-Specific HubDB table.
You will learn how to:
- set up a custom code element within a workflow to move company properties to a HubDB table specific to that company.
- format data to include text, dates, multi-select properties, and more.
Initially we were told that dynamically pushing data to a HubDb table for a specific company could not be automated.
We decided to prove them wrong!
This workflow uses a creative solution to push data from a company profile to HubDB. It can be used to create historical records for companies or adjusted for use with contacts. Our initial development of this process took 20+ hours.
