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      Explaining the HubSpot Workflow Edit Property Action

      Learn how to effectively use the HubSpot Workflow Edit Property Action.

       

      Steps to Use the Edit Property Action

      1. Set the Property to Edit:

        • Choose the property you want to update as usual in the workflow.

      2. Copy Data to Another Property:

        • In the Target Object section, specify the property to which the data will be copied.

      3. Understanding Copying Options:

        • Token Fields: Use tokens if the data needs to vary dynamically.
        • Static Values: Manually enter a value to copy consistent data.

      4. Adding Variables:

        • Use the dropdown to select the source property.
        • Configure the destination property by selecting or entering the appropriate value.

      Tips for Effective Use

      • The "Copy Property" function is ideal for workflows that involve duplicating data between properties for reporting or segmentation.
      • Take extra care when handling multiple properties to ensure accurate mapping.