Good day Is there a way to copy the URL of an object or task to another deal or task using a workflow? or by creating a note…

Hello @JDuPlessis3 , I think you do not need to copy url of deal or ticket you just need to associate other objects. I sugg…

Hi @JDuPlessis3 , Out of the box, you can’t copy information from one record to another if they’re of the same object / recor…

Thanks for sharing how you solved this, @JDuPlessis3 ! Best, Kristen

Thank you, the issue is solved. I created a single-line text box and copied the record id of the object task and past it on …

Workflow copy URL

Smart CRM & Sales Hub Tips, Tricks & Best Practices

JDuPlessis3 September 21, 2022, 12:21pm 3

Hi Nigam

Thank you for your suggestion. I appreciate all the assistance. I was able to solve this by creating a single-line text box to copy the record id and past it into another property via a workflow.

Thank you

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Workflow copy URL

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