Synch fields (one-way) between two custom objects

CRM & Sales CRM
1

Hi,

I have two custom objects: Estimates and Handover. In the object Estimate we capture multiple fields that I want to sync with the corresponding fields in the Handover object. Property sync doesn;t work between two custom objects. How could I do this in an alternative way?

Thanks!

Best

Stefan

2

Hi @StefanSchinkel,

If property sync is not an option, I would use a workflow-based approach:

  1. Create a workflow based on the object of origin (Estimates)
  2. Enroll records based on ‘When filter criteria is met’ and specify ‘Source property is known’, enable re-enrollment
  3. Use the ‘Edit record’ workflow action to copy the value from the source property on Estimates into the target property on Handover

Best regards!

3

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Hey @StefanSchinkel,

You’re right, HubSpot’s native property sync doesn’t work between custom objects.

However, there are a few ways to achieve a one-way sync between your Estimate and Handover custom objects:

1. Using Workflows (if the objects are associated)
If your custom objects are associated, you can use workflows to copy properties from one to the other. Here’s how:

Go to Automation > Workflows.

Create a Custom Object Workflow for your Estimate object.

Set the trigger to be an update to any of the fields you want to sync.

Use the “Copy property value” action to map the fields from Estimate to Handover.

Save and activate the workflow.

2. Using Custom Code in Workflows
If the objects are not associated or you need more control, use a Custom Code Action within a workflow:

Add a Custom Code Action to the workflow.

Use the HubSpot API to pull data from the Estimate object and update the Handover object.

Use the HubSpot SDK (like Node.js) to simplify API calls.

3. Using Zapier (or similar)
If you prefer a no-code approach, use Zapier:

Trigger: Update in Estimate.

Action: Find the corresponding Handover object.

Action: Update the fields.

Hope you find this useful.

Cheers,

Ary