We are excited to announce the release of the Copy Field Values action, now available in the Format Data action block. This new feature enhances the functionality of our automation workflows, providing users with a powerful way to seamlessly map and transfer data between compatible contact, deal, or account fields without custom code.
Key Features
- Effortless data mapping
Copy values from a source field directly into a target field within your automation workflows.
Benefits
- Streamlined data management
Automatically keep fields in sync, enrich records, and standardize data across your objects without manual effort. - Increased operational efficiency
Save time by automating routine data entry and cleanup tasks, allowing time back to focus on higher value work.
Upgrade and/or Setup Instructions
This feature is available automatically, no upgrade is required. To start using it:
- Edit or create a new automation
- Add an action and navigate to Workflow> Format data> Copy field values