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If you're building complex workflows in HubSpot, your job just got significantly easier thanks to two new data source options that expand how you can pull records into your automation.
HubSpot has quietly introduced two powerful new methods for adding data sources to your workflows: "Property Matching" and "Property Equals." These additions transform what's possible when you need to access properties from records beyond the one that triggered your workflow.
Until now, when editing available data in a workflow, you were limited to using only records that had direct associations with your enrolled object. This created frustrating limitations, especially in scenarios where related records weren't formally associated.
The new options let you access records based on matching property values rather than requiring pre-established associations.
Imagine managing a referral program where you need to compare a contact with a referral custom object containing the same email address. Since contacts can't refer themselves, these wouldn't be associated records - making traditional methods useless.
Now, with Property Matching, you can easily bring both records into your workflow by matching on the email property, enabling sophisticated referral validation and processing.
The "Property Equals" feature shines when you need to access a specific record's data regardless of associations. This gives you pinpoint access to particular records when your workflow logic requires it.
These new capabilities are particularly beneficial if you're working with:
Have you encountered situations where traditional associations limited your workflow capabilities? How might these new data source options solve problems in your HubSpot automation strategy?
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