In my HubSpot account, I am working with three objects: Products (Custom Object), Quotes (Custom Object), and Deals (Standard Object), and I have established associations between these objects.
For the Product object, I created a dropdown field called Category. When a product is selected and associated with a quote, the Product Category is automatically populated in the Quote. I successfully implemented this functionality using property sync.
However, I now need the Product Category to be populated in the Deal object whenever a Deal is created through the associated Quote. I attempted to achieve this by setting up property sync between the Quote and Deal objects but was unsuccessful.
I am currently using the Enterprise Edition (Trial account) of HubSpot, and my business process flow is as follows: Products > Quotes > Deals.
This is a high-priority issue for our workflow, and I would appreciate the opportunity to discuss it further. Would it be possible to schedule a call at your earliest convenience?
