Get Started with Process Rules
Here are the steps from the video above:
Disconnect your HubSpot instance
Reconnect your HubSpot instance
Access process rules at https://app.supered.io/process/rules
The process rules and enforcement feature requires a different set of permissions in HubSpot. Reconnecting will grant these new permissions so you'll be good to go!
Create Your First Rule
Activate feature
Click "Create Rule"
Fill out the rule title and other information
Create a basic set of filters for your first rule
Check the rule by pasting an object ID into the right side of the page
Refresh HubSpot and see your rule in action!
Getting More Advanced
Here are all the things that you can do with the Process Rule Engine:
Create simple filters on basic properties
Create complex logic using AND / OR and unlimited grouping capabilities
Numeric comparisons (greater than, less than, etc.)
Date comparisons (date within X days from now, etc.)
Multi-value comparisons (is any of, is none of, etc.)
Cross-object rules
Cross-Object Rules
The previous video shows off some of the cross-object rules. Use these rules to encode your business objects across your CRM. For example:
"Does this deal over $5000 have a champion contact associated with it?"
"Is this deal associated to a company that's already a customer?"
You can even do nested cross-object rules. The skies the limit with what you can build!
To add an cross-object filter to a rule: Click the "Association" button to define a cross-object group. The rule will turn a blue color, so you know that you're inside of a cross-object group.
From here, you can add filters on the associated object, or set up a nested cross-object rule.
Association Types
Here's what the the different options for associations mean:
"No matching" — There are no associated records that meet the filter criteria. If the filters are empty, this is the same as saying "There are no associated deals."
"At least 1 matching" — There is an associated record that meets the filter criteria.
"All matching" — There is at least 1 associated record. Every associated record of this type matches the filter criteria.
Known Limitations
We aim to have the best experience possible for you. Sometimes we run into limitations with what different APIs can do, and we'll be unable to build a feature the perfect way we want to.
Option properties may not include available options: Properties with static option values (you typed out the list) will work in the builder. But a property with a dynamic list (such as user ID) will appear as an empty text box. You can still use this field in your rule, but you'll need to identify the correct value (not label) by looking in the property interface of HubSpot.