1, A client of ours that has custom object resellers and distributors associated with company accounts 2, The goal is whenever a new reseller or distributor is added (or another trigger) that a HubSpot workflow will take information from another object (in this case address) and add it to the company record. 3, I believe this will provide a simpler and easier-to-manage solution for copying property values. This can currently be achieved with custom properties and 3+ workflows but it is very messy and prone to workflow error and lag.
... Exibir mais