Tips, Tricks & Best Practices

AJ_Kakrot
参加者

Date Property Copy in Deals

解決

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 いいね!
1件の承認済みベストアンサー
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Date Property Copy in Deals

解決

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.

元の投稿で解決策を見る

1件の返信
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Date Property Copy in Deals

解決

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.