HubSpot Ideas

GEiselt

Choose whether to overwrite existing property values at the action level in workflows

I'm trying to create a workflow that will automatically update several blank properties on record close if their values are unknown. Currently, it seems the only way to do this is to add a bunch of branching logic (e.g. if X property is unknown, then update to Y), which quickly becomes super cluttered and a headache to update.

 

It would be great to have a simple checkbox (e.g. "Overwrite existing values?") on copy or set property actions. This would be a huge timesaver for us!

1 Reply
joelgrossman
Participant

In some cases, the branching logic doesn't even suffice. For example, I want to copy a value from a Contact to a Deal -- but ONLY if that Deal's value is unknown. That's not even possble because the Automation platform triggers are "is associated with ANY deal that has <value> unknown"... but then the logic will run through EVERY deal. There's no solution !