Best way to manage Deal Properties copying to Contact and Company Properties

Smart CRM & Sales Hub Tips, Tricks & Best Practices
1

Hi, I’m wondering the best way to manage the following situation.
Deal Property (Rapport) gets updated → Copy this value to contact + company.
When a new deal is created → copy that existing value from the company record (Rapport).
If you change the value of this new deal (Rapport) it will update the contact/company record.
I am worried I will create a loop and end the universe. What’s the best practice regarding re-enrollment and triggers for this situation?
Thanks!

2

Hi @Matt-B,

Setting this up without a loop is indeed a challenge but it can be done with assisting properties, let’s call it “Rapport (background)”.

  1. A company-based workflow copies “Rapport” into the deal “Rapport (background)” whenever it is known or changes.
  2. A deal-based workflow copies the deal “Rapport (background)” into the deal “Rapport” but only when “Rapport” is unknown. (This is what breaks the loop.)
  3. A deal-based workflow copies “Rapport” into the company “Rapport”.

Let me know if this is the behavior you’re looking for.

3

@Matt-B

You can achieve this by using a workflow that will update the deal properties to contact and company level without creating a loop

For more details, you can check this Knowledgebase: Edit a property value for a record

Let me know if you have any followup questions.
If my post was helpful in addressing your query, Support the community by indicating it as the solution.

4

Hi @Matt-B

With my god old consulting hat on, my first questions are often WHY & WHAT?

  • Why do you want to copy (duplicate) information, instead of using association filters in lists, views, or reports?
  • What is the ultimate goal here?
    • Do you want sales reps or HubSpot users to see Deal information on contact or company level?
    • Are you doing anything else with that information once it has been copied to contacts and companies?
  • What happens if there is more than one deal associated with a company or contact?

If you could elaborate a bit more on your business process and thinking, that would be great. For me it’s less about how it can be done, and more if it should/needs to be done in the first place.

Frank