Quick tipHow toMarketing HubSales Hub

Use data from other records in workflow actions

Up to 50 data sources per workflow.

Subscription
Professional or Enterprise
Permissions
Workflows access
Time
2 min · Advanced
Last verified

Short answer

HubSpot's KB: insert data variables from various sources, up to 50 data sources per workflow. Refine sources by matching property values, for example companies whose domain matches. Custom event properties appear under the event name.

1. In HubSpot

The relevant screen in my demo portal.

Edit record action panel with record type, property to edit, change type, and value highlighted
Record type (1), property (2), change type (3), and value (4).

2. Worth knowing

Which sources appear depends on the action.

3. Related

Copying property values.

Sources

New field notes by email

One email when a new article publishes.

Still stuck?

If this did not fix it, the problem is probably specific to your setup. Book a call and we will look at it together.

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