Hopefully an easy one - I’m new to Hubspot.
I am trying to create a deal view / export, and want to include a custom field I have added to the company page. But I cannot see how to add Company properties to a Deals view.
Any help would be much appreciated.
Hi @ianh1,
Relationships between objects (contacts, companies, deals, tickets) are not always 1:1 – which is probably why HubSpot isn’t showing one object’s property in another object’s view.
If you want to export the deal view with the company property, you would have to create the custom property for deal records first. Next, you would have to create a company-based workflow to copy values from the company field into the new deal field. You could then select it in your view and also export it.
Hope this helps!
Hi, thanks for your reply. Though as a deal (as I understand it anyway) cannot be associated with more than one company, I am confused why I cannot surface company properties on a Deal view. Having to learn how to do workflows etc seems a bit over the top for something which sounds so simple, which I’ve done in other systems, but maybe I’ve misunderstood regarding the data structure…?
Much apprieciated
I agree. I created a custom property in Company-Information called “Number of Locations”. I want to include in the Deal the Number of Locations associated with this deal. How do I do that?
Hi @ianh1,
Unfortunately deal views are just showing deal properties, company views just company properties. I’m not sure whether that’s a known limitation or by design – but if you want a company property to show on a deal view, you need to make that information available on the deal record, either manually, by import or workflow. (Unless you want to export deals and companies and do a VLOOKUP outside of HubSpot.)
This is how you would copy values from company to deal. I’ve randomly picked company name and deal name. (This will copy the value of the company in all associated deals.)
Hope this helps!
Thank you, I will take a look at this, much appreciated
