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MvanRooijen
Membre

Copying Company Date Property to Deal Property Workflow

Résolue

Hi HubSpot,

 

Hoping you can help me out here, we've setup a flow where we manually set a 'Trial End Date' in company properties. (Linked to Existing deals)

 

This triggers a worfklow for various taks, which works fine. However I'd like to Copy the Company Property 'Trial End Date' to a Deal Property 'Trial End Date DEAL' to be able to offer reporting on deals that received a trial end date and those who didn't.

 

Im unable to copy properties from company to deal level, vice versa it does work.

 

Any suggestions?

 

 

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1 Solution acceptée
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Copying Company Date Property to Deal Property Workflow

Résolue

Hi @MvanRooijen,

 

Workflows, by default, copy from the object that the workflow is based on. For example, if you have a deal-based workflow, you can copy a value from a deal property to another object. It doesn't work the other way around.

 

To copy a a company property value into a deal property, you'd have to create a company-based workflow.

 

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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2 Réponses
MvanRooijen
Membre

Copying Company Date Property to Deal Property Workflow

Résolue

Hi Karsten,

 

Thanks, that did the trick. Figured it out!

 

Best,

Martijn

karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Copying Company Date Property to Deal Property Workflow

Résolue

Hi @MvanRooijen,

 

Workflows, by default, copy from the object that the workflow is based on. For example, if you have a deal-based workflow, you can copy a value from a deal property to another object. It doesn't work the other way around.

 

To copy a a company property value into a deal property, you'd have to create a company-based workflow.

 

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.