The Copy values across property types action, included in the Integration Glue Workflow Data Format app, allows you to copy values between properties of different field types. Unlike the standard HubSpot Copy property value action, which restricts data movement based on strict type matching, this Integration Glue action attempts to force the value into the target field where data is valid.
| Action Name | Copy values across property types |
| App Name | Integration Glue Workflow Data Format |
| App Links | Install | HubSpot Marketplace | App Support |
| Credits | 1 credit per run |
Key Benefits and Use Cases
Standard HubSpot functionality prevents copying data between mismatched property types. For example, you cannot natively copy a Single-line text value into a Dropdown select property.
The Integration Glue Workflow Data Format app removes these restrictions, allowing you to move data freely provided the value is compatible with the target format. Common use cases include:
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Migrating data from legacy text fields into structured Dropdown or Checkbox properties.
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Copying Original source data into custom text fields for archiving.
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Converting text-based dates into actual Date picker properties.
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Appending new data to existing text or checkbox values without overwriting the original data.
Before You Get Started
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Internal Names: When targeting selector fields, the incoming data must match the option's internal_name, not the visible label.
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Formatting Constraints: Data must be in a format the target property accepts. For example, numbers cannot contain commas.
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Data Readability: Some system properties copy over as IDs rather than human-readable text.
Property Type Compatibility
This action copies a value from a source property to a target property, replacing the existing value. If the source data is incompatible with the target field validation, the action will return an error.
Read-only properties, such as Create date and Original source, can be selected as the source property but cannot be selected as the target property.
Append Functionality
For Single-line text and Multiple checkbox properties, you can select the Keep existing values option. This retains the current value and adds the new value to it.
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Target Property (Current Value): hello@test.com
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Source Value: support@test.com
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Result: hello@test.com;support@test.com (If appending).
Source:
Result:
Target Property: Single-line text, Multi-line text & Rich text
These fields accept almost any data input. Note that data formats may copy over in less than readable formats, such as an ID rather than readable values, and rich text may include markup.
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Copy from property types: Single-line text, Multi-line text, Phone number, Single checkbox, Multiple checkboxes, Date picker, Date and time picker, Dropdown select, Radio select, Number, Calculation, File, HubSpot user, Rich text, URL.
Target Property: Date picker and Date and Time picker
Data must be in a valid date format if coming from a text field or selector. When a Date picker property is copied to a Date and time picker property, the time will default to midnight UTC which can cause unexpected results based on your account timezone.
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Copy from property types: Single-line text, Multi-line text, Date picker, Date and time picker, Dropdown select, Radio select, Number, Calculation (where it is a date calculation).
Target Property: Multiple checkboxes
Can have multiple options separated by a semicolon (;) in the source property. Values must match the exact internal_name of the option.
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Copy from property types: Single-line text, Multi-line text, Date picker, Date and time picker, Dropdown select, Radio select, Number, Calculation, HubSpot user, URL.
Target Property: Dropdown select and Radio select
Values must be exactly the same as an existing option on the target selector internal_name. Note that the actual value of the source field that is copied may differ from what is visible when viewing the property.
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Copy from property types: Single-line text, Multi-line text, Date picker, Date and time picker, Dropdown select, Radio select, Number, Calculation, HubSpot user, Rich text, URL.
Target Property: Number
The value must be a number and can include decimals. It cannot have other number formatting, such as commas. For example, 1000.25 is valid, but 1,000.25 will cause an error.
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Copy from property types: Single-line text, Multi-line text, Dropdown select, Radio select, Number, Calculation (dependent on output type), Rollup (Number format must be Unformatted number).
Target Property: URL
Must be formatted as a valid URL.
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Copy from property types: Single-line text, Dropdown select, Radio select, URL.
Get & update selector property option internal_names
To ensure successful copying to Dropdown, Radio, or Checkbox fields, you must verify the internal values in HubSpot:
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Click the Settings (gear icon) in the main navigation bar.
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Navigate to Properties in the left sidebar.
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Click the name or Edit property button of the property you wish to view.
- Click the Field type tab if not already selected.
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Locate the specific option in the options table.
- Check the value within the INTERNAL_NAME field for a specific option.
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Ensure your source data matches this value exactly.
Copy a property value to another property
Follow these steps to configure the action in your Integration Glue workflow:
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Navigate to Automation > Workflows.
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Click the name of the workflow you want to edit.
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Click the + (plus) icon to add a new action.
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Search for Copy values across property types and click the resulting Integration Glue action.
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Select the Property to copy from that you wish to copy data from.
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Select the Property to save to that you wish to copy data to.
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Select the Keep existing values? checkbox if you wish to append the source value to the target.
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IMPORTANT: Deselect the checkbox if the Property to save to is not a Single-line text or Multiple checkbox type.
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Click Save.
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Test your workflow for any data format update errors.