Best answer

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

  • 8 April 2022
  • 1 reply
  • 29 views

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:

  1. When I try to import deal information to workboard with our desired text format it doesn't format correctly.
  2. 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

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

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1 reply

Userlevel 7
Badge +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/