Copying Company/Contact property values inward to Deal properties (in Deal workflows)

Hi,

Thanks for your continued feedback and examples that have helped us understand your needs here for this use case: Copy a contact or company property inward to a deal, using a deal workflow

My team is currently working on a new workflow action that makes it possible to pull in property values from associated records, into any workflow for use in other actions. One example of this would be, within a deal workflow, you could get a certain contact/company property value off of an associated contact/company, and save it to a deal property. Please stay tuned to this thread for continued updates as this feature moves through development.

Best,

Megan