CRM

Gary_Wright
Participant | Diamond Partner
Participant | Diamond Partner

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

SOLVE

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
MFrankJohnson
Solution
Thought Leader

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

SOLVE

>>"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

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joshua-paul
Solution
Top Contributor | Platinum Partner
Top Contributor | Platinum Partner

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

SOLVE

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
MFrankJohnson
Solution
Thought Leader

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

SOLVE

>>"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
Solution
Top Contributor | Platinum Partner
Top Contributor | Platinum Partner

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

SOLVE

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
Participant | Diamond Partner
Participant | Diamond Partner

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

SOLVE

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

 

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