Traverse and Update
Update properties on records two hops away.
HubSpot's native Set Property workflow action stops at one association hop. Traverse and Update walks the next hop for you, with association-label filters at every step.
Native workflows can't reach two hops out.
HubSpot's Set Property workflow action targets the enrolled record or, with the cross-object set, a record one association hop away. There is no way to update a property on a record two hops out, no way to filter by association label across hops, and no way to narrow the target set with a property filter before writing. Teams that need any of those build custom-code actions and maintain them by hand.
A workflow action that walks two hops and writes safely.
Traverse and Update is a workflow action that takes the enrolled record, walks one outbound association hop to an intermediate object, walks a second hop to the target object, then updates a property on every record in the target set. Each hop accepts optional association-label filters so the walk is constrained to specific labeled relationships. An optional CRM Search prefilter narrows the target set across thirteen operator types before any write happens. Writes are batched in groups of ten with exponential backoff on rate-limited responses.
Fully built. Marketplace listing pending.
The action ships with OAuth, signature validation, batched execution, and a settings page with a per-portal silent-failure toggle and a connection status display. Standard objects (Contact, Company, Deal, Ticket) are supported as source, intermediate, or target, and any portal custom object can fill any role too. The HubSpot marketplace listing is the next step. We're deciding pricing and listing timing alongside Carbon Copy.
Tell me when Traverse and Update is installable.
One email when the marketplace listing goes live.