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WendyBee
Participant

copy radio dial field from contact to deal through workflow?

SOLVE

I have a field with a radio dial in the contact.  I want to copy that field on to the deal through a workflow but I do not see that specific field as an option.  Is there any way to do this?  I would even be okay if I could copy it as a text field.

 

Thanks!

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

copy radio dial field from contact to deal through workflow?

SOLVE

Hi @WendyBee,

 

Not all properties are compatible for copying, you can find the "rules" for copying here: https://knowledge.hubspot.com/workflows/compatible-source-and-target-properties-for-copying-property...

 

(Keep in mind that you need to create a contact-based workflow to copy from contact to deal. You can't copy from contact to deal in a deal-based workflow.)

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

copy radio dial field from contact to deal through workflow?

SOLVE

Hi @WendyBee,

 

Not all properties are compatible for copying, you can find the "rules" for copying here: https://knowledge.hubspot.com/workflows/compatible-source-and-target-properties-for-copying-property...

 

(Keep in mind that you need to create a contact-based workflow to copy from contact to deal. You can't copy from contact to deal in a deal-based workflow.)

 

Best regards!

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.