Copying company property to Deal property

SOLVE
Latha
Participant | Platinum Partner

Hi,

 

I am trying to copy company property to deal property only for deals that are created after a particular date. However, i do not wish to change the deal property of all associated deals for that company but only the newly created deals . Is there any way i can achieve that?

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1 Accepted solution

Accepted Solutions
MFrankJohnson
Solution
Thought Leader

The following enrollment criteria may work in a company workflow, but you'll need to test thoroughly to determine precisely WHEN the enrollment fires and which deal(s) is/are impacted. -- see image

mfjlabs-screenshot-[COMPANY] COPY COMPANY TO NEW DEAL - HubSpot-20200508-222915.png

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

-- Visit

 

Hope that helps.

 

Be well,
Frank


HubSpot's Hiring World-Wide!

View solution in original post

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4 Replies 4
Phil_Vallender
Most Valuable Member | Elite Partner

Hi @Latha 

 

It sounds like you should be able to do this using a deal-based workflow with enrolment criteria based around the create date you specify. Does this sound right or have I missed something? 

Phil Vallender | Inbound marketing for B2B technology companies
Latha
Participant | Platinum Partner

Hi @Phil_Vallender 

The deal based workflow doesnt allow copying company property to deal property. 😞

It allows only deal properties to be copied . Stuck here .

 

Thanks,

Latha

 

0 Upvotes
MFrankJohnson
Solution
Thought Leader

The following enrollment criteria may work in a company workflow, but you'll need to test thoroughly to determine precisely WHEN the enrollment fires and which deal(s) is/are impacted. -- see image

mfjlabs-screenshot-[COMPANY] COPY COMPANY TO NEW DEAL - HubSpot-20200508-222915.png

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

-- Visit

 

Hope that helps.

 

Be well,
Frank


HubSpot's Hiring World-Wide!

View solution in original post

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Latha
Participant | Platinum Partner

Thanks. Will test it out.

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