Unable to create workflow to set one deal property amount as anotherSOLVE
Nov 15, 2019 7:03 AM
>>"Is there another way to pull one deal property value into another deal property based on a workflow rule?"
Yes. Use COPY.
- see image
Nov 19, 2019 11:21 AM
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.