Properties in Deals & Company

[00490]

Hiya

If we have 7,000 deal records that have been tagged by a property, what is the easiest way to mirror this property in the company records (for the company related to the deal record) please?

Thank you

[karstenkoehler · Accepted solution]

Hi @00490,

The simplest option would be a sync property: https://knowledge.hubspot.com/properties/create-sync-properties

Best regards!

[00490]

Thank you for this. Can this be done retrospectively, without creating a new property? So if a property has already been set up in Deals, can I sync it to a property in Company?

[karstenkoehler]

@00490 no, this would involve the creation of a new property.

If you want to populate an existing property, you would have to create a workflow and use the 'Edit record' workflow action to copy values from one field/object to another field/object.

Best regards!