Our SDRs do research on a prospect and gather information. They updated fields on the Leads. When a lead is qualified and it becomes a Deal, we want/need these fields to copy over to the Deal, but there doesn’t seem to be an option to do so. Is there a way, like some sort of a mapping, to copy values from the Lead to the Deal when it is being created? This would be greatly beneficial and prevent a bunch of copying and pasting from happening, or having to create some sort of work around to get it to work.
Hey @disruptiveadam - thanks for posting in the Community!
I’d like to tag in some Community experts to see if they have any ideas on best practices for this use case! @karstenkoehler, @danmoyle, and @TomM2 - any thoughts here?
Shane, Senior Community Moderator
Hi @disruptiveadam,
Sure, this can be done with a leads-based workflow.
- Create a workflow under Menu > Automation > Workflow
- Choose ‘Trigger manually’ > Lead
- Enroll when Lead is associated to any Deal where Record ID is known
- Use ‘Edit record’ to copy the value from the lead into the deal
Give it a try and let me know if you have any follow-up questions.
Best regards
Hey @disruptiveadam,
You can actually do this natively in HubSpot without any workarounds:
Option 1 - Use Contact Properties (easiest):
Instead of creating custom fields on the Lead object, create them on the Contact object. When the deal is created, it’s already associated with the Contact, so those fields are accessible in the Deal record.
Option 2 - Workflow Automation:
1. Create matching custom properties on both Contact and Deal objects
2. Set up a workflow: “When Deal is created” → “Copy property values from associated Contact”
3. This auto-populates the Deal fields
Option 3 - If you’re on Starter and workflows are limited:
Use Make.com or Zapier to watch for new Deals and copy the Contact property values over automatically.
Hope this helps! Let me know if you need more specific steps for any of these.