CRM

Gary_Wright
Teilnehmer/-in | Diamond Partner
Teilnehmer/-in | Diamond Partner

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

lösung

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?

0 Upvotes
2 Akzeptierte Lösungen
MFrankJohnson
Lösung
Vordenker/-in

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

lösung

>>"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: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com

Lösung in ursprünglichem Beitrag anzeigen

joshua-paul
Lösung
Stratege/Strategin | Platinum Partner
Stratege/Strategin | Platinum Partner

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

lösung

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.

Lösung in ursprünglichem Beitrag anzeigen

3 Antworten
MFrankJohnson
Lösung
Vordenker/-in

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

lösung

>>"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: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
joshua-paul
Lösung
Stratege/Strategin | Platinum Partner
Stratege/Strategin | Platinum Partner

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

lösung

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
Teilnehmer/-in | Diamond Partner
Teilnehmer/-in | Diamond Partner

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

lösung

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