The load-from-lead operation retrieves the value from another field of the same lead and uses it as the current field’s value. Instead of transforming the existing input, this operation replaces it entirely with data taken from a different field.
How it works
- Input – ignored (the original value of the field is not used).
- Source – you must specify which field to load the value from.
- Output – the value of the referenced field becomes the new value of the current field.
Examples
| Current Field | Operation | Source Field | Result |
|---|---|---|---|
| email_copy | load-from-lead | user@example.com | |
| phone_copy | load-from-lead | phone | +420797992279 |
| status_alt | load-from-lead | status | approved |
Usage in PalDock
Use load-from-lead when you need to:
- Copy values between fields (e.g. mirror email into email_confirmation).
- Normalize field names when different integrations expect different naming conventions.
- Populate derived or secondary fields without writing transformation logic.
- Reuse data in multiple places in a connection or integration flow.
Best Practices
- Always double-check that the source field exists and is populated – otherwise, the result may be empty.
- Use this operation for straightforward field mapping, not for conditional logic or transformations.
- Combine with other Modify Field operations (e.g. load a field, then urlencode it for use in a query parameter).
- Avoid chaining multiple load-from-lead operations on the same field, as it reduces readability.