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Product Updates

February Release Notes 2023

Welcome to the February product updates blog. Take advantage of some great opportunities to become more self-sufficient with your data migrations.

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:

TRUJAY-16952-msd-auth

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:

TRUJAY-16970-standard-additional-objects-on-Salesforce


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-16709-mapping

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! 💌

 

Noah Hendricks

Noah Hendricks

When not knee-deep in his vegetable garden, wrestling with weeds, Noah can be found daydreaming about engaged and happy customers who never have to worry about their CRM because it’s working for them, not against them.

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