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

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Gary_Wright
Participant | Diamond Partner

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

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2 Accepted solutions

Accepted Solutions
MFrankJohnson
Solution
Thought Leader

>>"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 ActionHubSpot Deal COPY Property Action

 

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

-- Visit

 

Hope that helps.

 

Be well,
Frank


HubSpot's Hiring World-Wide!

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joshua-paul
Solution
Top Contributor | Gold Partner

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.

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3 Replies 3
Gary_Wright
Participant | Diamond Partner

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

 

0 Upvotes
MFrankJohnson
Solution
Thought Leader

>>"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 ActionHubSpot Deal COPY Property Action

 

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

-- Visit

 

Hope that helps.

 

Be well,
Frank


HubSpot's Hiring World-Wide!

View solution in original post

joshua-paul
Solution
Top Contributor | Gold Partner

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.

View solution in original post