Copy data from workflow actions
HubSpot Package: Pro/Enterprise
Date: June 2021
What is it? You can access more data from workflows and copy that data to set property values, unlocking more customisation and personalisation.
Why is it important? Previously, you could copy property values between objects, like, for example, between a contact and a deal. Now, you can also copy action data from actions to properties, allowing you to use workflows to power more customised and personalised customer journeys.
You will be able to access more details about the event in workflows using the copy property action, like the unique join link for each attendee. You can grab that URL and use the copy property action to save it in a custom contact property, so that it auto-populates a unique link within the registration confirmation email to each contact.
How does it work? In the Copy Property action, open the "Property or value to copy from" dropdown. In addition to the properties of the enrolled object, you'll now see any other workflow actions that produce data, and the available data from that action, which you can copy. Select the property or action data you care about, and save the action as you usually do.