Conditional Logic in Deal Property Based on Contact Property

Smart CRM & Sales Hub CRM
1

Hi HubSpot Community,

I’m looking for a solution to set up conditional logic between deal and contact properties.

Specifically, when creating a deal via the CRM UI, we use a dropdown field called Deal Source. I want the value of this field to be automatically determined based on the Record Source property of the Primary Contact associated with the deal.

For example:
If the contact’s Record Source is “Form,” then the Deal Source should automatically be set to “Incoming Leads from Website.”

Is there a way to achieve this using Conditional field logic, workflows or any other method within HubSpot?

Thanks in advance for your help!

2

Hi @ALamsal,

This is currently not possible via conditional logic but there’s a simple workaround:

  1. Create a deal-based workflow that enrolls newly created deals (e.g. “Create date is known AND Deal source is unknown”), then checks the record source of the associated contact (e.g. using an AND/OR branch), then sets the deals “Deal source” value accordingly (via "Edit record)
  2. Set the “Deal source” property to view-only, if needed, so it cannot be changed: Manage view and edit access for properties

Alternatively, the feature closest to what you’re looking for, without workflows, would be sync properties: Create sync properties that copy data to associated records

These do however not allow for customizing the target value, it’ll display exactly the value of the property of the associated contact.

Have a look and let me know if you have any follow-up questions.

3

Thank you. Created the workflow and solved.