I currently have a calculation that I made using Data Sets that basically adds up all the deals that each contact has made in the past 1.5 years so that I can have a running revenue number for each person. It would be nice if I could turn this field into a contact property without having to export/import. I need it to be automated. Is this possible? Is there any other way for me to accomplish this goal?
Hey @LSimon3 I don't see datasets available at all in workflows, which is what would be used to copy data from one object to another automatically.
The only other option I would have thought of would be through a webhook or custom integration, it does look like there's no datasets API to access this data however. So it looks like import/export is the only way to achieve this right now unfortunately.
I can see this definitely being useful though, I actually just created a feature request for this here if you'd like to give it an upvote!
Tom Mahon Technical Consultant | Solutions Engineer | Community Champion Baskey Digitial