I have created a new property at Contact, Deal and Company level called "Region". For example for companies which has country as UK and Ireland we say UKI as the Region likewise for the other countries too we have acronyms. I am good with creating the property at all 3 levels but now I have copy the country value to these regions automatically via worflow.
Can someone please guide me here as to how this can be done?
Ah, you want to assign a region based on a country? I didn't catch that in your original request.
The last thing you need to do in your workflow is use the "Set property value" workflow action under each branch. For example, in the left branch for UKI, use the "Set property value" action to set the value of "Region" to "UKI".
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
First, for this to not get complicated and loopy, you need to decide on the main object – the object you want to copy this information from. It sounds like in your case this is the contact object. Whenever region information becomes known on the contact object, you want to copy or update it on the associated companies and deals.
That's why we need to create a contact-based workflow. This is what it would look like (simply replace the name fields with your region fields).
It's important that you click into the enrollment trigger box and set up the re-enrollment tab as shown.
Only when you check all boxes will the HubSpot start the copy action again, should the associated company change or should there be a new deal.
Let me know if you have any follow-up questions!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Thank you for the quick help but this looks like the next step of this process. But I am stuck at the first step itself 😞 I have started my workflow with Contact trigger where contact country is known and Region is unknown. Then I have created an IF/Then branch to bucket of regions. but now I don't know how do I copy groupped countries into that bucket, should i set property value ??
Ah, you want to assign a region based on a country? I didn't catch that in your original request.
The last thing you need to do in your workflow is use the "Set property value" workflow action under each branch. For example, in the left branch for UKI, use the "Set property value" action to set the value of "Region" to "UKI".
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Thank you so very much, this is what i needed I just got confused if I have to use set property value or copy property. thanks again for helping me with this!