I want to create a workflow that copies the Zoom Webinar Name that a contact registered for into a custom property. The Zoom Webinar Name is a Marketing event. Is it possible to grab that Marketing event name inside a workflow and copy it to a Contact property?
Hi @khookguy,
As far as I know that’s not possible at the moment, at least not natively (without custom code in workflows). Workflows can only copy to another object, not from another object.
@KyleJepson shared some great new functionalities for the “copy property” action in workflows yesterday but it doesn’t seem to cover the title of the Zoom webinar.
Instead of copying the title, it seems like the best option at the moment is to work with branches. If a contact attends webinar 1, set property value of custom contact property to “Webinar 1 title”.
Hope this helps!
Thanks @karstenkoehler - especially for the link to @KyleJepson’s video. The copy function is not quite there yet for doing what I need, but it is getting more powerful!
I think it might be possible to copy in values from Marketing events (like Zoom registrations) using custom code in workflows if the @hubspot/api-client 3.0.1
library supports the Marketing events API. I will need to check that out.
Is this feature built yet? Not everyone has Data Hub Pro or Enterprise to be able to solve this using custom coded workflows.
Idea:
We need a native way for a contact-based workflow to reference properties from the associated Marketing Event record and use them to update contact properties.
Current limitation
Our use case requires copying the Event Type from a Marketing Event record to a property on the associated Contact record. At the moment, standard workflows do not support this in a native, reliable way.
Specifically, we need to be able to:
- reference the associated Marketing Event from a contact workflow
- read the Marketing Event’s Event Type property
- copy that value into a contact property such as Latest Marketing Event Type or Latest Livestorm event type
Why this matters
This is important for event-driven automation and reporting. We use marketing events, including Livestorm webinars, to drive downstream contact automation such as:
- routing registrants to the right team
- populating latest event-type fields on the contact
- segmenting contacts based on most recent event engagement
- triggering follow-up workflows
- improving reporting on contact engagement by event type
Current workaround problem
Without native support, teams have to rely on workarounds like:
- manual updates
- intermediary properties and extra workflows
- external integrations
- custom code
These workarounds add complexity, increase maintenance, and make event-based automation more fragile than it should be.
Requested enhancement
Please allow workflows to:
- reference an associated Marketing Event record from a Contact workflow
- use Marketing Event properties, especially Event Type, in branches and property update actions
- copy Marketing Event property values directly into associated contact properties
Ideal outcome
If a contact registers for or is associated with a marketing event, HubSpot should allow a workflow to read the Marketing Event’s Event Type and write it directly to a contact property.
Example use case
When a contact registers for a Livestorm webinar, we want HubSpot to automatically copy the associated Marketing Event’s Event Type to the contact’s Latest Marketing Event Type or Latest Livestorm event type field, without custom development.
This would make event-based automation much more scalable and reliable for RevOps and marketing teams.
Hey @Sarah8Medilo,
I hope you’re having a great day!
Thank you for adding to this thread. I wanted to let you know that it seems this does overlap with an existing idea that can be found here:
To help increase visibility and streamline feedback for our Product Team, I recommend that you add your upvote and any additional comments/ use cases to the existing thread linked above.
Hope this helps!
Sam, Community Manager