Compatible property types for copying values with workflows

When using the Edit records action in a workflow to copy property values, only properties with compatible property field types can be selected. Below is an outline of which property types can be copied to other property types.

Read-only properties

Read-only properties, such as Create date and Original source can be selected as the source property but cannot be selected as the target property.

These properties are set by HubSpot analytics or third-party integrations only and cannot be edited.

Text properties

Single-line and multi-line text properties can be copied to the following property types:

• Single-line text
• Multi-line text

Number properties

Number properties can be copied to the following property types:

• Single-line text
• Multi-line text
• Number

Date properties

There are two types of date properties in HubSpot: date picker properties and datetime properties. 

• Date picker properties can be copied to both date picker properties and date time properties
  • All custom date properties created in HubSpot are date picker properties. You can only create datetime properties via the HubSpot API. 
  • When a date picker property is copied to a datetime property, the time will default to midnight UTC which can cause unexpected results. For example, the datetime value for May 1, 2015 is 01 May 2015 00:00:00 UTC. If your account's timezone is in UTC-04:00 Eastern Time, the datetime will appear as 30 April 2015 20:00:00, four hours behind midnight UTC. 
• Datetime properties can only be copied to other datetime properties. 
  
  • All HubSpot default date properties (e.g., Create date, Last modified date) are datetime properties.

Checkbox and select properties

Single checkbox, multiple checkbox, radio select, and dropdown select properties can be copied to the following property types:

• Single-line/multi-line text: when enumeration property values are copied to a text property, the label value for the enumeration property will be copied, not the internal value. This also applies to the following properties:
  • First touch converting campaign
  • Last touch converting campaign
  • Original source drill-down 2
• Other checkbox or select properties of the same type: to copy from one checkbox or select property to another, properties must meet both requirements:
  • The target and source properties must be the same property type. For example, both the source and the target property must be dropdown select properties. If the source property is a checkbox property, and the target property is a dropdown select property, the properties will not be compatible. 
  • The internal property option must exist in both properties. For example, if the source dropdown select property has three options, Cold Lead, Warm Lead, and Hot Lead, the target property must also have those options.
    • If the target checkbox or select property is missing values found in the source property, the properties are considered mismatched.
    • To copy mismatched properties, you'll need to edit the source or target property to contain all property values in the other property. You can do this by adding new property options to the source or target property, or by copying the values from one property to the other. 
       

HubSpot user properties

HubSpot user properties automatically include all users in the account and can be copied to the following property types:

• Single-line/multi-line text: when copying from a HubSpot user property to a text property, the user's internal value will be copied. This will result in a number appearing in the text property.
• HubSpot user: when copying from one HubSpot user property to another, the user's display name will be copied. 

Calculation and rollup properties

Similar to read-only properties, calculation and rollup properties can only be selected as the source property, but cannot be selected as the target property.

Calculation and rollup properties can only be copied to the following property types:

• Single-line text
• Multi-line text
• Number