Is there a way to copy one field to another? | Community
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A
Anonymous
September 12, 2016
Solved

Is there a way to copy one field to another?

  • September 12, 2016
  • 3 replies
  • 2792 views

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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Best answer by SanfordWhiteman

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.

3 replies

SanfordWhiteman
SanfordWhiteman
Level 10
September 12, 2016

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
Josh_Hill13
Level 10
September 12, 2016

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

A
Anonymous
September 13, 2016

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
SanfordWhitemanAccepted solution
Level 10
September 13, 2016

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
Rachit_Puri2
Level 5
September 14, 2016

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.     

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