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Re: Is there a way to copy one field to another?

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Anonymous
Not applicable

Is there a way to copy one field to another?

I am looking to copy a field from record A to a field on record B. Is this possible?

Example:

Record A
Name: Greg Smith

Take record A's name and copy it to record B's Sales Rep field


Record B
Sales Rep: Greg Smith

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SanfordWhiteman
Level 10 - Community Moderator

Re: Is there a way to copy one field to another?

OK, so this is much more than updating a lead based on another lead -- it's more like updating a snippet or token and then triggering a related campaign.

This could be done with the Request Campaign API endpoint or alternate API-driven logic (and that workflow could def'ly be triggered by a "magic form post" as you want). It's not too tough to implement, but not a dirt-simple task, either.

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SanfordWhiteman
Level 10 - Community Moderator

Re: Is there a way to copy one field to another?

There's no UI-based way to do this, no.

You can use a webhook that does a form post to the /save endpoint to transfer data between records.  You'd need a developer who understands this stuff.

Josh_Hill13
Level 10 - Champion Alumni

Re: Is there a way to copy one field to another?

Can you share more about what you want to do? Yes, you will need a developer.

Anonymous
Not applicable

Re: Is there a way to copy one field to another?

I have a campaign that needs to send out an email certain people in certain states when regulations change in their state. I was looking to automate this so our product manager can just go in and fill out a form that she selects which states have changed and then an email is triggered off to people with those states.

Im short i am looking to automate which states get an email based on an action taken by our product manager 

SanfordWhiteman
Level 10 - Community Moderator

Re: Is there a way to copy one field to another?

OK, so this is much more than updating a lead based on another lead -- it's more like updating a snippet or token and then triggering a related campaign.

This could be done with the Request Campaign API endpoint or alternate API-driven logic (and that workflow could def'ly be triggered by a "magic form post" as you want). It's not too tough to implement, but not a dirt-simple task, either.

Rachit_Puri2
Level 7

Re: Is there a way to copy one field to another?

Andy Zebulske

As mentioned by Josh and Stanford, it would need coding and probably an external web service to set up this. While this is doable, you should decide if it is worth the time and investment. If the answer is yes, we can surely help you in building this custom functionality. You can drop a line at rachitp@grazitti.com and I can show some similar examples.