
Streamline Data Management with the New Copy Field Action (September 8, 2025)
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 FeaturesEffortless data mapping Copy values from a source field directly into a target field within your automation workflows. BenefitsStreamlined 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 InstructionsThis 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 Additional ResourcesHow to use the format data action to copy field values?
























