🔗 HubSpot KB Bridge: Automatic formatting for property rules
💡 Core Capability
You can configure automatic formatting rules for custom single-line or multi-line text properties along with some default HubSpot properties. This will allow your team to avoid entering incorrect data. The formatting rules will apply to manual updates in the CRM and the import tool. For example, you can configure the HubSpot default Postal code property to only accept numbers. This means entering 070078ABC will only display 070078.
🛠️ Key Operations & Headings Outline
- Manage automatic formatting rules
- Use automatic formatting in the CRM
- Use automatic formatting in the import tool
- Related content
📋 Subscription Availability
- All products and plans
🔗 WayCup Operations & Workspace Context
- Active Projects & Client Notes:
- WayCup Playbook Relevance: High relevance to aligned client deliverables and custom configurations.
TIP
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