Copying Company Date Property to Deal Property Workflow
SOLVE
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.
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
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