I would like to classify my contacts based on the product categories they could fit to.
In additon, the same list of categories should be also classifying deals.
How would you suggest to manage such a business case, besides creating the same property (one for contacts and one for deals).
One direction that I thought was to add a property from another associated object (e.g. to add the category property to the deal based on the contact its’ associated with), but it doesn’t seem to be possible.
Hi @IGruenbaum,
A custom property is probably your best option here. If you create this property on a deal-level, you can still filter contacts for this deal property in contact lists:
This will then return all contacts who are associated with at least one deal that has a specific value in your custom property. That way, you only have one property to maintain and can easily filter records of both objects by this property.
Alternatively, if you have workflows at your disposal, you could also create the same custom property twice, once for contacts, once for deals. With a contact-based workflow, you can then copy the value from a contact to its associated deal(s).
Hope this helps!
Thanks, I’ll check the workflow option.
In general, due to the fact that I would like to have the same property for both deals and contacts that will indicate to what product category the deal relate to and on the contact level, what possible product categories could fit to be offered to the contact a simple custom property solution won’t work as the categories for those objects might not be identical at all times.
Hi @IGruenbaum,
Could you elaborate on that and provide an example of a discrepancy, where this is not identical? What would be the ideal outcome for you?
Best regards
When a contact (lead) is being entered to Hubspot he will be classified to fit certain product categories (for the example the categories are A,B,C, …)
On some cases, despite the fact that he was classified under say category A,B he could be offered products from category C, in such case, based on my understaning, a deal workflow to add the category of the deal to the contact property of possible list of product categories to be offered could work so I guess this is it. It will still require to maintain two identical properties one for contact and one for deal with the same values (list of possible product categories) but I guess there is no better solution (correct me if I’m wrong).
Hi @IGruenbaum,
Yes, correct, if you want this information to be available on both objects (contact and deal) you would have to keep them in sync, either manually or via a workflow that copies the information from the contact to the associated deals. (This workflow should enroll contacts when the product property is known (= changed) and when the number of associated deals is known (= changed). This ensures that new deals will also receive this information.) Let me know if you need help with setting up this workflow.
I also want to highlight that you don’t need this information to be available on the deal record for reporting. Even if this information was only available on the contact record, you could report on it with a custom cross-object report (requiring Professional or Enterprise).
You really only need this information available on the deal object if you want see it immediately (without clicking through to the contact) or if you want to be able to filter deals by this.
If this clarifies the issue, you can help the community by marking this post as a solution. Also happy to elaborate and help further, let me know!
Hi @IGruenbaum ,
To classify the contacts, creating a custom property is the best and I guess the only solution here in HubSpot.
Hope this helps!
If we were able to answer your query, kindly help the community by marking it as a solution.
Thanks and Regards.