Copy a deal property from one deal to another deal

Smart CRM & Sales Hub CRM
1

Hi. Does anybody know if it is possible to copy a deal property from one deal to other deals, with the same associated company? How should I build the workflow? Is it best to copy the property to the company and then from company to other potential deals?

2

Hi @MariaKristians1,

It’s indeed as you described – you can’t copy from deal to a deal directly. Using a company record as an intermediary seems like a good workaround.

(When you do set up workflows to copy values from deal <> company <> deal, make sure that you’re not creating a loop. How this is accomplished depends on the exact setup, feel free to share more context if you think this might be an issue.)

With custom code or potentially integrations like Zapier, you would of course have more options. The above refers to the out-of-the-box features.

Hope this helps!

3

Thanks for the quick reply. I want to copy the first close date of a deal to “orginial close date” property in the first deal, but also to any other deal that might be associated to the same company.

4

Hi @MariaKristians1,

Understood, then a loop should not be a problem, as source and target property aren’t the same. The deal <> company <> deal construct should work.

Is there a reason you need this in the deal? If it’s just for transparency and easy access, you could also copy this to the company record and adjust the company association card in the right deal sidebar to include this “Original close date”.

Best regards!

5

Hello Karsten,
I’m in pretty much similar situation as MariaKristina. But in my case the solution: deal>company>deal is not really viable.
So currently I’m trying to do this over Zapier, but I’m having hard time doing it. Is there any resource online which can explain to me how to exactly build the Zap that will move information from Deal to Deal?

6

Hi! @MariaKristians1 Yes, it’s possible with automated data duplication solution such CloneNer. It allows copying deals, tickets, contacts, companies preserving all associations.

7

Is there a guide to do that?
I’d like to do the following:#

When a new deal is created, a value on a given (static) contact is updated, and that value is then copied to that new deal created.
How can I do it?