CRM

SBouali
Member

Copy value property

SOLVE

I'm reaching out to you with a question regarding workflows. I'd like to copy a value from a property in transactions to a property in the ticket object. I've attempted to do this using a workflow, but I haven't succeeded. Could you help me with this? Thank you for your assistance.

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Copy value property

SOLVE

Hi @SBouali,

 

To do this, you would have to create a deal-based workflow and set it up like shown below (only with your properties). If that's not working, can you specify what exactly isn't working?

 

karstenkoehler_0-1700066481026.png

 

Keep the compatibility rules for copying values in mind: https://knowledge.hubspot.com/workflows/compatible-source-and-target-properties-for-copying-property...

 

Best regards!

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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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Copy value property

SOLVE

Hi @SBouali,

 

To do this, you would have to create a deal-based workflow and set it up like shown below (only with your properties). If that's not working, can you specify what exactly isn't working?

 

karstenkoehler_0-1700066481026.png

 

Keep the compatibility rules for copying values in mind: https://knowledge.hubspot.com/workflows/compatible-source-and-target-properties-for-copying-property...

 

Best regards!

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.

0 Upvotes