Workflow-Way to copy value from contact property to deal property when contact property is updated?

Smart CRM & Sales Hub CRM
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1

Hi Everyone,
I am looking for way to copy value from contact property to deal property when the contact property changed/was updated.
Is there any way to do this?

2

Hi @SMaterzyński,

As a workflow trigger, you can use “[property] is known” and enable re-enrollment for this trigger. HubSpot interprets “is known” as “has changed”, too. If re-enrollment is enabled, the following actions would be set off whenever the value in that property changes.

You can then pick the “Copy property value” in the workflow actions sidebar.

Let me know if you have any follow-up questions!

3

@karstenkoehler Just a follow up question here. I am running into a similar issue but I am copying a property value from a company record to a custom object record. It seems that it copies fine unless this value updates frequently. For example, this property can often update daily. In this case it seems that using a re-enrollment trigger on my workflow if the property has changed in the last “1 day” or “2 days” is still not always picking up the change. Ideally I would like the property to be consistently the same on both records. Thanks in advance for any insight you can provide!

4

Hi @Snapdragon23,

Have you tried using ‘[property] is known’ as a re-enrollment trigger?

Best regards!

5

Will this essentially enroll every record then every day? I was hoping to only enroll it when updated as it often updates daily for a week or so at a time and then doesn’t update for several months.

6

Hi @karstenkoehler,

Thanks for the detailed answer.

7

I am unable to see Copy action it sets to edit by default and i cant change it.

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8

Hey @Damodhar - thanks for following up in the Community!
I believe this is because there have since been updates to the workflow interface, which in turn, updated how we copy these values from one property to another. @karstenkoehler - any updated resources on this?
Shane, Community Manager

9

@STierney thank you for tagging – @Damodhar that is correct, these actions were consolidated. You would use the ‘Edit record’ action, specify your target field and you then get to pick which source property value to fill it with.

10

@karstenkoehler Hi Karsten - I have a follow up question on this one. I have a similar requirement but only want to copy the property to the most recently created deal and not change any other deals. Do you know if this is possible? thanks