Copying value from one field to another.

[Anonymous]

Hi All,

We here are trying to store two kinds of lead sources(via URL parameters, utm_source) namely:

1. Lead Source

2. Recent Lead Source

There is a check in my smart campaign which is:

"If Lead Source is empty"

The subsequent action which I want to achieve is to map Recent Lead Source's value into Lead Source.

Is there a way I can do this,i.e., copy the data from one column field (lead attribute) into another?

It would be great if you people could help me out with this.

Thanks!

Regards,

-Prabash.

[SanfordWhiteman]

Have you... tried anything?  Change Data Value is the flow step.  It supports tokens in the new value.  That's how you maintain history fields.

[Andy_Varshneya1 · Accepted solution]

Hi Prabash,

Create a trigger that checks for a change in Recent Lead Source and that Lead Source is empty. In the flow, use Change Data Value of Lead Source and set the value to "{{lead.Recent Lead Source}}" (without the quotes) and allow leads to go through it only once.

[Anonymous]

Thanks a lot Andy! Works brilliantly

[Andy_Varshneya1]

No problem.

Forgot to add, you should also enable Block Field Updates on Lead Source. It will still allow the lead source to be populated but not overwritten and updated.

[Anonymous]

Yes Andy, shall surely do that !