Is there a way to have a workflow compare contact properties?

contacts

#1

We currently are having difficulty automating the "true up" of two contact properties, comparing one to another. It would be best to have this done at the workflow level.

Is there a way, with Hubl or otherwise, to check properties on a single contact record and modify by the rule below?:

IF Field X != Field Y, change Field X to Field Y's value.

Thanks for any help regarding this problem!


#3

Hi @Michael_Yates,

There currently isn't a way to accomplish this in-app with workflows or HubL, however I have two thoughts:

  • If you just wish to make the two properties match, couldn't you implement a workflow action that copies Contact Property Y to Contact Property X? That way, the values would always match and you wouldn't need to compare them.
  • You could use the Contacts API to pull these properties and implement logic on your server to compare the two and update Contact Property X accordingly.