We have a need for information to be visible within the contact and the deal - for example, we gather information about our prospects throughout their journey and it is captured in the contact properties. As soon as it is a deal, we use the deal record for communication and management moving forward - the information already gathered has to be added again when the deal is created. For example, if we have a buyer with a realtor or lender, those property fields are definied under contacts and deals, but no way to map to each other - so our team spends too much time on data entry. Once known, the system should allow us to have shared fields, either through mapping, or the ability to have a field setup as a contact/deal property that is visible in the about section in either location as desired by management.
This needs to be fixed within HubSpot - not by requiring a webhook and technical support team to implement…