Deal Properties to Company Properties

Smart CRM & Sales Hub CRM
1

Hey HubSpot Community!

I’m currently stuck between what seems like a rock and a hard place! At the moment I’m trying to create a workflow to have a Deal Property from a Deal copied over to the Company Property.
The specific property value is something that is not a changing variable and is only applicable and required when a deal reaches a Verbal Commitment/Closed Won stage in our pipeline..

I’ve created both a workflow based on the deal itself to copy the value, but am unable to do so. The property when placed into a workflow turns into an incrimental value increase, which is not how the property is setup.

Any and all insight is greatly appreciated from the community!

2

Hi there!

I haven’t worked with company properties much. But I’ve made a couple workflows that copy deal properties into contact properties and visa versa. It seems that you can only copy a property if it’s the same property type. For example you can’t copy a currency field into a drop down field. I could be wrong, but I’m pretty sure both properties need to be the same type, otherwise you can’t use workflows to copy to their values into each other.

But again this is just what I’ve found, so someone please correct me if I missed something.

3

Hey!

Thank you for the response, this ended up being the issue that I was actually facing! Tired eyes at the end of the day lead to not paying attention to the details!

Thanks!

4

Hi @JHassen,

Could you share a screenshot of your workflow?

Here’s a quick checklist for your workflow:

  1. Enrollment criteria should filter for the deal stage (“Deal stage is any of verbal committment”)
  2. Enrollment criteria should filter for the property (“AND [property] is known”)
  3. If you want to copy the the value again, should it be changed on the deal, enable re-enrollment based on "[property] is known
  4. The first and only workflow action would be “Copy property value”, copying from the source property on the deal to the target property on the company record

@JHassen wrote:

I’ve created both a workflow based on the deal itself to copy the value, but am unable to do so. The property when placed into a workflow turns into an incrimental value increase, which is not how the property is setup.

Can you please also a screenshot of the result? This should not be happening when using the “Copy property value” workflow action - it either would copy without issues or not at all, see here: Compatible property types for copying values with workflows

It sounds like you may be using the “Increase property value” action instead of the “Copy property value” one, potentially. Once you share a screenshot, it’ll be easy to determine what the issue is.

Best regards

5

Hey Karsten!

Thank you for the breakdown/checklist of how the workflow should be organized.. I went in this morning and looked at the workflow again. After looking into the actual workflow I realized that the two properties were different in regards to one being “text” and the other “number.” Once I created a new property and made sure both were the same type of property it worked!

Thank you for the help! Appreciate the guidance!