Unable to create workflow to set one deal property amount as another

[Gary_Wright]

Is there another way to pull one deal property value into another del property based on a workflow rule?

[MFrankJohnson · Accepted solution]

>>"Is there another way to pull one deal property value into another deal property based on a workflow rule?"

Yes. Use COPY.
- see image

HubSpot Deal COPY Property Action

[MFrankJohnson · Accepted solution]

>>"Is there another way to pull one deal property value into another deal property based on a workflow rule?"

Yes. Use COPY.
- see image

HubSpot Deal COPY Property Action

[joshua-paul · Accepted solution]

Gary, I agree with Frank. If the two properties are of the same "property type," use the copy action rather than the "set property" action.

If they are not the same property type and can't be adjusted to match, try to use Zapier to do this. It goes around HubSpot's "property types must match" rule.

[Gary_Wright]

Please bear in mind that what you see in the screenshot isn't possible, i just wrote that out to clarify the issue we have