# Default Value on the Create a Deal Form **URL:** \ **Category:** HubSpot Ideas\ **Tags:** forms\ **Created:** [November 9, 2026, 9:38pm UTC](https://community.hubspot.com/t/default-value-on-the-create-a-deal-form/164472 "2026-11-09T21:38:18Z")\ **Posts on this page:** 6\ **Page:** 1
**Author:** ![mliu](https://avatars.discourse-cdn.com/v4/letter/m/e5b9ba/32.png) [@mliu](https://community.hubspot.com/u/mliu)\ **Post date:** [November 9, 2026, 9:38pm UTC](https://community.hubspot.com/t/default-value-on-the-create-a-deal-form/164472/1 "2026-11-09T21:38:18Z")
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! ---
**Author:** ![Monjogard](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/monjogard/32/77321_2.png) [@Monjogard](https://community.hubspot.com/u/Monjogard)\ **Post date:** [November 10, 2026, 10:41am UTC](https://community.hubspot.com/t/default-value-on-the-create-a-deal-form/164472/2 "2026-11-10T10:41:55Z")
I agree! Wrote an idea post about this about one year ago: [Add more default values to Create Record Form (pre-poulate record create form)](https://community.hubspot.com/t/add-more-default-values-to-create-record-form-pre-poulate-record-create-form/138698) Product team said it’s currently not in planning though 😕 ---
**Author:** ![CGrove5](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/cgrove5/32/80838_2.png) [@CGrove5](https://community.hubspot.com/u/CGrove5)\ **Post date:** [November 10, 2026, 10:50am UTC](https://community.hubspot.com/t/default-value-on-the-create-a-deal-form/164472/3 "2026-11-10T10:50:19Z")
@mliu I hear you, this one trips up a lot of teams. From what HubSpot documents, the Create deal form only supports two defaults. One is the close date, the other is the deal name, which can use personalization tokens. So I haven’t seen an official way to pre-fill other editable deal properties from the contact. Here’s what I’d check: - Settings, Data Management, Objects, Deals, then “Customize the ‘Create deal’ form” - Add “Default values” and click the pencil next to deal name - Use “Personalize” to insert contact tokens (this works when you create the deal from a contact record, not from the deals index page) - Add the fields you want people to fill as required properties, so the team enters them once, up front Property sync is the one that locks values, so skipping it was the right call. For the rest, a workflow that copies values after creation is the usual workaround, even with the small delay. I’d also upvote this as an idea, since it’s a real gap. Hope that helps! Help article (has screenshots): [Set defaults for creating deals](https://knowledge.hubspot.com/object-settings/set-defaults-for-creating-deals) ---
**Author:** ![mliu](https://avatars.discourse-cdn.com/v4/letter/m/e5b9ba/32.png) [@mliu](https://community.hubspot.com/u/mliu)\ **Post date:** [November 10, 2026, 3:46pm UTC](https://community.hubspot.com/t/default-value-on-the-create-a-deal-form/164472/4 "2026-11-10T15:46:36Z")
Thank you for your suggestions! The default for deal name was so useful I was just wondering why it is not available across all the other properties when it is also accessible through emails for example with personalization tokens. A lot of time, our deals have the same information as the contact so it would be a lot less copy and pasting if it autofilled and easier to edit if need be. Hopefully, a better workaround than workflows can be added. ---
**Author:** ![mliu](https://avatars.discourse-cdn.com/v4/letter/m/e5b9ba/32.png) [@mliu](https://community.hubspot.com/u/mliu)\ **Post date:** [November 10, 2026, 3:46pm UTC](https://community.hubspot.com/t/default-value-on-the-create-a-deal-form/164472/5 "2026-11-10T15:46:39Z")
It seems in theory easy to implement if they already have it in place for name and close date. Hopefully our ideas can gain more traction and be implemented soon! It would save a lot of time for us. ---
**Author:** ![DHicks9](https://avatars.discourse-cdn.com/v4/letter/d/df705f/32.png) [@DHicks9](https://community.hubspot.com/u/DHicks9)\ **Post date:** [November 12, 2026, 9:24am UTC](https://community.hubspot.com/t/default-value-on-the-create-a-deal-form/164472/6 "2026-11-12T09:24:34Z")
We would 100% appreciate this functionality as well.