Copy Contact Properties to Deal upon Assignment

[lofeierbach]

Hi everyone!

I am new to the world of HubSpot but I have been an admin of Salesforce for about 5-6 years now - so I am just getting familiarity with the product.

I am trying to build a workflow that copies properties from a 'contact' record to a 'deal' record upon assignment of that contact to the newly-created deal. 

The idea is that we have a discovery questionnaire (8 properties) that begins during initial discussions with a contact and, when we decide to create a 'deal' after completing our first meeting with that contact, we want to have all of the previously-filled fields from the 'contact' object copy over to the respective fields on the 'deal' object. 

Is this doable within 'workflows'? Or is there another approach I should be considering here.

Thanks!

[lofeierbach]

Thanks for the quick responses!

@kennedyp looking into the documentation for Sync Properties, unfortunately I believe they are unidirectional so, in my case, the rep would have to continue updating the properties in the 'contact' object in order to have them sync with the 'deal'. I want to set it up such that the deal becomes the new place that information is recorded, just having been filled out with the progress on the associated 'contact' up to that point. 

@Anonymous I've actually already set up a workflow that has the 'copy property value' upon deal creation for the respective properties that I need - but where I am lost is in setting up the actual trigger for this to be upon 'contact added to deal'. 

Ideally, the rep would simply create a new 'deal', add a 'contact' to that deal, and then upon save the workflow would run copying the 8 properties from the associated 'contact' to the 'deal' properties where the rep can continue logging the information in the 'deal' from then on. 

[karstenkoehler]

@lofeierbach if you want this to trigger for newly associated contacts, add "AND Number of associated contacts is known" as a reenrollment trigger. Then the workflow will run again whenever a contact is added 🙂

[lofeierbach · Accepted solution]

Thanks everyone! I decided to ultimately just have a checkbox on the contact that designates it as the 'discovery contact' which enrolls it in the workflow and updates all of the properties.

[kennedyp]

Thanks for sharing your resolution @lofeierbach! 

[kennedyp]

Hi @lofeierbach! Welcome to the Community-- happy to have you here 😊

This is possible in workflows with the 'copy property value' action. A better solution, in my opinion, would be to Create sync properties that copy data to associated records. This would sync the values without the need for a workflow. 

Best, 
Kennedy