Right now, HubSpot only allows you to sync properties with either the most recently created deal or the very first deal associated with a contact or company. I’d love to see if this could be improved—maybe with a filtering option? For example, instead of just syncing with the most recent deal, it could sync with the most recent deal that also meets certain criteria, like a specific deal stage or pipeline.
Status: Idea Submitted
I would also like to see filter options, including the type of association. For example, I want to sync properties of a certain type of household to another object. Selecting “first created” or “most recently created” could easily end up with wrong data in the property.
@BMeyers3 , yeah, we ran into this limitation too. The “most recent” deal doesn’t always mean the right deal, especially when a company has multiple deals across different pipelines.
We ended up using SyncStation for cases like this, where you can set rules around which associated record should be synced.