Edit records using workflows (BETA)

After creating your workflow and setting enrollment triggers, use the new Edit records action to update or clear your record's property values. For example, you may want to set a contact's Industry to a value like Construction when they submit a specific form.

You can also use this action to copy values from one property to another, both within the same record and with associated records. For example, you may want to copy a company's Industry property to the associated contact's Industry property. 

• In your HubSpot account, navigate to Automations > Workflows.
• Click the name of an existing workflow or create a new workflow.
• Set your enrollment triggers.
• Click the + plus icon to add an action.
• In the left panel, click to expand the CRM section. Then, click Edit record. 
   

• In the Target object field, click the dropdown menu and select an object type. 
• If you've selected an associated object, click the Association to object dropdown menu and select an association label. Learn more about association labels. 
  
  

• In the Property to set field, click the dropdown menu and select the property that you'd like to update. 
• For checkbox and other select-type properties:
  • Click the [property name] dropdown menu and select a value. 
  • To copy and use values from another property, in the Insert data panel, search for and select a property. When copying a value to a different property, the properties must be compatible. Learn more about compatible property types. 
     

• • If you are updating a multiple checkbox property, you can multiple options. You can also configure the following: 
    • Append to current values(s): add the new property values to the existing property values. For example, the action has been configured to set the property value to option B. If the contact's property value was option A, after passing the action, the contact will have both option A and option B. 
    • Replace current values(s): clear all previous property values and add only the set property values. For example, the action has been configured to set the property value to option B. If the contact's property value was option A, after passing the action, the contact will only have option B.
       

• For text input properties:
  • In the [property name] field, enter the property value. 
  • To copy and use values from another property, in the Insert data panel, search for and select a property. You can combine both custom text and values from other properties. 
     

• For date picker properties, you can select from the following options. 
  • Date of step: set the property value to the date when the record reaches this step in the workflow.
  • Static date: set the property value to the specified date. When using this option, you can also copy other date picker properties. In the left panel, click the date picker. Then, select a property. You cannot select non-date picker properties.
     

• To use the output value from an earlier action in the same workflow:
  • Click the View properties or action outputs from dropdown menu and select Action outputs.
  • Click to expand the Previous action name, then select an action output.
• To clear the property value, select the Clear existing property value checkbox.