Copying Company/Contact property values inward to Deal properties (in Deal workflows)
Options
- Subscribe to RSS Feed
- Mark as New
- Mark as Read
- Bookmark
- Subscribe
- Email to a Friend
- Printer Friendly Page
- Report Inappropriate Content
Status:
Being Reviewed
Submitted by
Lisanne
on
Jul 5, 2018
4:46 AM
Since last week Hubspot activates the Beta workflow for Deals. I have an idea to optimize the (deal) workflow.
Now I need to fill in some of the properties manually. I like to copy a property like "Inbound or Outbound" from the Company or Contact property to the Deal property. So is it possible to create a workflow which copies some properties from the companies section to the deal properties section? That will make my work a lot more efficient.
Maybe Hubspot can provide the workflow setting with the options below for Deal properties.