Tips, Tricks & Best Practices

AJ_Kakrot
Participant

Date Property Copy in Deals

SOLVE

Hi All,

 

Through workflow I want to copy one date property to another date property if certain deal stage is met. While doing so in workflow I cannot see any option to copy property value in the same object. As far as I remember earlier their was a way to do this.

 

Can anyone help me with this?

 

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

Date Property Copy in Deals

SOLVE

Hi @AJ_Kakrot,

 

HubSpot recently consolidated this within the workflow action "Edit record". It looks different but it's all still there. First you pick the target property, then where it should pull the value from (source).

 

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

Date Property Copy in Deals

SOLVE

Hi @AJ_Kakrot,

 

HubSpot recently consolidated this within the workflow action "Edit record". It looks different but it's all still there. First you pick the target property, then where it should pull the value from (source).

 

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.