How to create a workflow that will copy a name of the primary company that is associated to a contact to the property called “company name” on the contact card?
Hi @Xiawanbai,
It would be as straightforward as the below:
Notes:
- Enrollment based on ‘When filter criteria is met’
- Use ‘Edit available data’ in the ‘Edit record’ workflow action to add the associated company as a data source
Best regards