I would like to copy the property from my contact into the ticket. I want to be able to access URL from our application directly from tickets to save the hassle, but unfortunately, it looks that I can't copy contact properties to ticket properties (company based workflow).
Thanks for following up! You mentioned that in some circumstances you'd like to re-enroll an object into a workflow anytime a property on that recordisupdated, for example when a contact property changes it should update a ticket property value.
Thisiscurrently possible when re-enrolling on the criteria "[property]isknown" and I'm curious if that would solve this issue for you. When using the property filterisknownfor re-enrollment, objects can re-enroll in two ways:
The property gains a value after not previously having one.
The property is updated from one value to another. For example, a contact's lifecycle stage changing from Lead to Subscriber would trigger enrollment for "Lifecycle stageisknown." Each time a contact's lifecycle stageisupdated, they would re-enroll in the workflow. (discussed in thisKB doc)
So for your example, you could set up a contact workflow with an enrollment (and re-enrollment) criteria of something like contact "Lifecycle stageisknown," and anytime a contact has a lifecycle stage change, the contact would enroll (and re-enroll) and that updated lifecycle stage value could be copied over to a ticket property. If anything I've outlined here has helped, and you have feedback about how this functionality could be more clear in the workflows tool, I would love to hear your suggestions.
I'm marking this idea as Delivered, since the main request throughout is for the ability to copy contact property values to ticket properties in a workflow, which is now possible. With the contact workflows upgrade we've rolled out over the last several months, it's now possible to copy contact property values to ticket properties, with contact workflows. Note, however, it's not possible to do this from a company workflow as mentioned in the original post, and that's not a functionality we plan to introduce as it isn't currently feasible.
There are a couple of other related features which may touch on additional desired capabilities related to this thread, that I'll mention for anyone who wishes to add their support to those more specific use cases:
Copying a property value inward using a workflow. Right now, contact property values can be copied to ticket properties in a contact workflow. Some customers may instead need to use a ticket workflow, and want to pull a contact property value inward, to set a ticket property value, though this is not currently possible. While this need may be better solved by the above CRM property mapping idea, it's discussed from the workflows angle in more detail on this thread: https://community.hubspot.com/t5/HubSpot-Ideas/Copying-Company-Contact-property-values-inward-to-Deal/idi-p/196254
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