Hi everyone,
I’m trying to use HubSpot’s default Task properties such as Contact email, Contact job title, and Contact phone number.
From the property settings, these are HubSpot-provided Rollup > Sync properties on the Task object, pulling from Contact properties (for example, Contact email pulls from Contact > Email).
What I found is:
- I can select a person in the task’s Assigned Customer Contacts field
- that contact record has values populated for email / phone / job title
- but the synced task fields still stay blank
After checking the setup more closely, it looks like these rollup fields are pulling from the task’s actual record associations, not from the Assigned Customer Contacts field.
So if a contact is selected as an assigned customer contact, that does not seem to make them the source contact for the HubSpot-provided task sync properties.
This feels like a product limitation, because the field names and descriptions make it seem like selecting the customer contact on the task should populate those contact-based task fields.
Also, because you can select multiple contacts when associated to the task, it only pulls that data from the last selected contact, instead of populating all associated contacts’ details in those fields.
My question:
Is this known by HubSpot as an intended limitation?
If anyone from HubSpot has context on whether this is expected behavior, that would be really helpful.
Thanks!