HubSpot Tutorial: Transferring data between Properties using Workflows скачать в хорошем качестве

HubSpot Tutorial: Transferring data between Properties using Workflows

In this tutorial I take you through how to copy data from an old property to a new property using workflows. This example shows you how to do it when changing from Country property that is single line text to a drop down property. Please check out the previous tutorial where I show you how to make a Country Property a Dropdown option instead of single line text property.    • HubSpot Tutorial: Make Country Property a ...   Together these tutorials will give you the power to clean up your properties and have everything working more efficiently using a variety of strategies. 😎 If you haven't had a chance yet, check out HubSpot for free: https://go.terrific.digital/hubspot -- Chapters -- 00:00 Intro cleaning up Properties 01:53 The problem with single line properties 02:22 Setting up the Workflow 04:30 Why we can't simply copy the property in the workflow 04:55 Copy the property action step 08:19 Set the property value 10:00 Check the contacts view for the changes 10:37 Troubleshooting and Workflow re-enrolment 13:00 Conclusion and Thank you -- Stuff -- 🧡 Incredible software I use for CRM and Marketing: https://go.terrific.digital/hubspot 🎬 I use Screen Studio to easily record most of this video: https://go.terrific.digital/screenstudio 🧑‍💻 My super powered web browser is Sidekick: https://go.terrific.digital/sidekick 🎶 I love Epidemic Sound for video music: https://go.terrific.digital/epidemic -- Terrific -- https://terrific.digital