Conditional Logic in Deal Property Based on Contact Property

Smart CRM & Sales Hub CRM
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.