Hi everyone,
Following up with an update. At this time, implementation of this feature “Copy a contact or company property inward to a deal, using a deal workflow” isn’t feasible for the workflows tool based on the current structure of our CRM objects & their relationships with each other.
That said, the CRM team is currently exploring adding more robust functionality to object associations. Progress in that realm may enable the workflows tool to have more flexibility in updating data across records, in more specific and targeted ways.
I’m marking this idea as Being Reviewed, though bear in mind that if a solution is forthcoming, it would be in the long term, not the near future, as it’s dependent on these other potential changes, which we will be following closely on our end.
I’d also like to call out this other requested feature, which requests property mapping/syncing between different objects. Some of the comments in this thread appear aligned with that concept, and it’s a feature the CRM team is actively asking for feedback on via this survey. If that feature would better suit your needs, I recommend taking the survey and adding your support there as well! We’ll reach out again when we have more information.
Best,
Megan