I want to make a one time workflow to copy content from one property to new property I have made. How can this be done?
Hi @HFles,
In the actions sidebar in workflows, there is a “Copy property value” action:
For compatibility between source and destination property, this article might help: Compatible property types for copying values with workflows
Best regards!
Thank you very much. My newly created property on company object, does not appear in the list of properties. Does it need to be refreshed? thanks anyway
Hi @HFles,
What property type are you copying from, which property type are you copying to? Have you reviewed the article I linked?
If the property types are compatible, then yes, refreshing the workflow solves the issue.
Thanks Karsten. I have tried to move data from a property with Single text field, and copy it into a unformatted number property. Is that not possible?
Hi @HFles,
No, please see the article I shared:
Single-line and multi-line text properties can be copied to single-line and multi-line text properties.
Yes, thanks. I saw that this does not go. Would love to have the convertion option, like it is in Excle. . Thanks anyway
Hi @HFles,
The best workaround is exporting your records, re-importing the file and mapping the old field to the new property. (Make sure to also map the record ID to avoid duplicate creation.)
Best regards
Hi @karstenkoehler I try to copy a property from contacts to company, the idea was to add the membership creation and expiration data to companies, these properties are visible on a contact level but not on company level. i wanted to copy a property of contact in companies but When I create a property / field type with dropdown select, choose " from property" I dont find the contact property i " property to copy options from"
Do you know if I have to modify something in the contact property first?
As on the contact level it appears in the propery list see 2nd pic.
Many thanks in advance for your help!
Best, Stephanie
Hi @karstenkoehler,
I am attempting to copy a property value and I do not see this option anymore.
I am attempting to copy the unique Zoom join URL to a custom property on someone’s contact record, after they register for a Zoom webinar, so that I can send them their custom join link in my hubspot-based communications. Yet, I do not see a “copy property value” option.
Your help is appreciated! Here is a screenshot below.
@Derrick_Minyard the action is now called “Edit record” in the left sidebar 
Thank you for getting back to me so quickly. Now that I have “Edit Record”
selected, what should the fields/values be set to? They don’t have the same
options as in your screenshot.
Again, my goal is to take their custom join URL after they register for a
Zoom webinar, and then add that value to the “RYE Join URL” custom property
I created. Then I want to be able to use that property to populate a
personalization token in the future so I can send reminders from HubSpot,
containing their unique join URL.
Thank you! (Screenshot below.)
[image: Screenshot 2024-11-02 at 8.22.29 AM.png]