Hiya
If we have 7,000 deal records that have been tagged by a property, what is the easiest way to mirror this property in the company records (for the company related to the deal record) please?
Thank you
Hi @00490,
The simplest option would be a sync property: Create sync properties that copy data to associated records
Best regards!
Thank you for this. Can this be done retrospectively, without creating a new property? So if a property has already been set up in Deals, can I sync it to a property in Company?
@00490 no, this would involve the creation of a new property.
If you want to populate an existing property, you would have to create a workflow and use the ‘Edit record’ workflow action to copy values from one field/object to another field/object.
Best regards!
Hi @00490
You’re on the right track with what Karsten suggested.
HubSpot doesn’t let you directly mirror an existing deal property to the company object retroactively. The native sync property feature Create sync properties that copy data to associated records only works when you create a fresh property pair.
If you already have thousands of deals tagged, the practical path is to create a company-level property, then run a workflow that copies the deal property value into the associated company record using “Edit record” Compatible property types for copying values with workflows
For bulk historical updates, you could export your deals with the property values, use the deal-to-company association IDs, and re-import against companies Import records for multiple objects
That way, you cover both the retroactive population and future consistency. Once the properties are aligned, you can rely on workflows to keep them updated moving forward.
Let me know if this clears things up or if you want a more step-by-step playbook for the workflow setup. Hope it helps.