Syncing Contact and Lead properties — workflow help needed

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

Hello

How can I automatically sync the “Category” property (that I created) in Contact with the “Category” property in Leads?

I was advised to create the same property in both Contact and Lead, using the same information and structure. So I created “Category (C)” for Contact and “Category (L)” for Lead.

Then, I was told to set up two workflows to sync them. However, I’ve never worked with workflows before and tried, but I can’t get it to work.

How should I set this up, step by step? Or is it a abother way of the 2 to sync? Best Sandra

2

Hi @SPlaneta,

A sync property might be an easier option here: Create sync properties that copy data to associated records

If you want to be able to edit the target property, a workflow is a better option, yes.

  • Create a lead-based workflow
  • Enroll leads based on “When filter criteria is met” > “Category (C) is known”
  • Use “Edit record” workflow action to copy value from associated contact to lead (you can find the value from the contact by clicking “Edit available data” in the “Edit record” workflow action)

Have a look and let me know if you’re getting stuck (and where exactly).

Best regards!