February Release Notes 2023

Featured Update of the Month

1. [Connectors] [Microsoft Dynamics] Added OAuth connector for Microsoft Dynamics

It's finally here! You can now use OAuth to connect to your cloud-based Microsoft Dynamics environment. (I can already hear the sounds of some partners rejoicing! 🎉)

Screenshot:

2. [Mapping] [Salesforce] Added ability to create custom fields for additional standard objects on Salesforce

It's a pain to add custom CRM fields manually, which is why Trujay's app - which allows you to create CRM fields from the migration screen - sets us apart; however, we only support this for certain objects and CRMs.

This past month, we released the ability to create custom fields for any standard Salesforce object! 🥳 You're no longer restricted to the main entities of Accounts, Contacts, Leads, Opportunities, etc. You can now create custom fields for Assets, Calls, Contracts, Orders, etc.

Screenshot:

3. [Mapping] [HubSpot] Added the possibility to select a Business Unit when creating properties

While our app has long supported Business Units for most objects (see the list below), we've now added support for selecting a BU when creating a Contact property. 

Screenshot:

Trujay supports reading/writing Business Units for the following objects (as supported by HubSpot):

• Account
• Blog
• Call
• Campaign
• Contact
• Email
• Form
• Marketing Email (was added earlier and it’s merged with the Subscription field)
• Note
• Opportunity
• Opportunity Product
• Product
• Quote
• Quote Item
• Task
• Ticket
• custom objects

Please note: Business Units are available with User Auth (username & password) only. Currently, HubSpot doesn’t provide a way to get the info with the general API (OAuth). If you're not seeing BUs in your migration, please contact us to switch the authentication.

Missing a feature?

Anything you're missing in our product? Drop us a message here to let us know! 💌