Hi I'm trying to connect my Hubspot CRM to WorkBoard.What I Want?When a deal is created in Hubspot pipeline an Action Item should be created with proper text format.What Issue I'm Facing:When I try to import deal information to workboard with our desired text format it doesn't format correctly. I assign WorkBoard Action Item Owner whoever is the deal owner in Hubspot but it always assigns to me regardless of the deal owner.Please watch this loom video for better understanding: https://www.loom.com/share/2b84a6e825a847aeae30ffd2c313640c

Best answer

How do I format my Workboard Action Item Note Long Text?

Hi I'm trying to connect my Hubspot CRM to WorkBoard.

What I Want?

When a deal is created in Hubspot pipeline an Action Item should be created with proper text format.

What Issue I'm Facing:

When I try to import deal information to workboard with our desired text format it doesn't format correctly.
I assign WorkBoard Action Item Owner whoever is the deal owner in Hubspot but it always assigns to me regardless of the deal owner.

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Best answer by Troy Tessalone 8 April 2022, 16:40

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Userlevel 7

+14

Hi @rahat

Good question.

You may have to use HTML or Markdown to format the data that is being sent to Workboard.

Markdown help article: https://zapier.com/blog/beginner-ultimate-guide-markdown/

HTML help article: https://www.w3schools.com/html/