It would be great if HubSpot allowed us to set default values for other properties on the Create Deal form, similar to how we can use personalization tokens to automatically populate the Deal Name.
Currently, our team spends a lot of time manually copying information from Contacts into new Deals. Ideally, we’d like these properties to pre-populate with information from the associated Contact, while still allowing users to review and edit any values directly on the creation form before saving.
I’ve explored using workflows to copy these properties over, but there’s often a delay before they run. In some cases, we need to generate Deals with all the necessary information immediately, especially when creating documents.
Additionally, customer information can vary depending on the project, so we’d prefer to store project-specific information directly on the Deal rather than continuously syncing it with the associated Contact.
I’ve also looked into property sync features, but the inability to manually edit synced values makes them less practical for our use case.
Has anyone found a workaround for pre-populating editable Deal properties during creation, or is there a better practice for handling this? I’d love to hear how others are managing this process!