CRM

Huntscape-Ops
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CTA property to field

SOLVE

can I copy a cta click property to a field in hubspot?

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RBrisse
Solution
Member

CTA property to field

SOLVE

Thank you - I used "has completed CTA Click" and "CTA Name =" for enrollment and then edit custom property field. 

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5 Replies 5
RBrisse
Member

CTA property to field

SOLVE

I am trying to build this workflow but I'm unable to find the CTA property/value to copy.  I have a custom property, enrolled contacts based on CTA click but I have no way to copy the CTA Click Name and copy it to the custom property. 

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

CTA property to field

SOLVE

@RBrisse there is no way to copy directly from a CTA into a property. You filter for the CTA click, then use the "Edit record" workflow action to assign a value on the target record.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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RBrisse
Solution
Member

CTA property to field

SOLVE

Thank you - I used "has completed CTA Click" and "CTA Name =" for enrollment and then edit custom property field. 

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

CTA property to field

SOLVE

Great!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

CTA property to field

SOLVE

Hi @Huntscape-Ops,

 

Yes, this would require a workflow: https://knowledge.hubspot.com/workflows/create-workflows

  1. Create your custom property
  2. Create a contact-based workflow
  3. Enroll contacts based on the click of your CTA
  4. Use the 'Edit record' workflow action to update the value of the property from step 1

Have a look and let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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