Date Property Copy in Deals

Smart CRM & Sales Hub Tips, Tricks & Best Practices
1

Hi All,

Through workflow I want to copy one date property to another date property if certain deal stage is met. While doing so in workflow I cannot see any option to copy property value in the same object. As far as I remember earlier their was a way to do this.

Can anyone help me with this?

2

Hi @AJ_Kakrot,

HubSpot recently consolidated this within the workflow action “Edit record”. It looks different but it’s all still there. First you pick the target property, then where it should pull the value from (source).

Best regards!