Sync Multiple Associated Contact Names into a Single Deal Property?

Data Hub 💬 RevOps Discussions
1

Hi everyone,

I’m trying to figure out the best way to sync multiple contact names (e.g. Champions or Economic Buyers) into a single-line text property on the Deal object, ideally separated by commas like:

John Doe, Jane Smith,

So far, I’ve tried the Property Sync field type, but it only allows one record (e.g. most recently created or first associated contact).

I’m aware that this might be possible using custom code actions, but before going down that route, I wanted to ask:

Has anyone found a way to dynamically collect multiple associated contact names into one text field on the Deal object using HubSpot native features (workflows, custom properties, or Property Sync)?

Any insights or creative workarounds would be super appreciated!

2

Hi @COHagan8,

Custom code is probably the best route here. If you want to avoid that, you could create a contact-based workflow, that enrolls eligible contacts and then uses ‘Edit record’ to set the value on the deal property.

By setting the value of that property to [current value] [comma] [new value], the workflow will append information from the enrolled contact every time.

That of course immediately stops working the moment re-enrollment or changes become relevant. In that case, custom code would be preferrable.

Best regards

3

An alternative to custom code would be a 3rd party solution through n8n, make, zapier.

If you prefer no-code:

  • Trigger: New contact associated to a deal (webhook or polling)
  • Action: Lookup all associated contacts with label
  • Format names
  • Update the text property on the Deal

This avoids custom code but adds a 3rd-party dependency.