Using property sync inside property sync

[bharath45]

i created one field in custom object as A, i used the same field using Property sync in standard object B , now i'm trying to use the same field from B inside a custom ojbect field of an other standard object C if i try to do so i'm getting error why?

[ScottPennwood]

Hey @bharath45!

Relatively simple fix to this, assuming you've got the error I think you've got 🙂

You're currently trying to do the following property sync to keep some properties all matching each other:

Object A --> Object B

Object B --> Object C

In this way, if we rename them to Contact (A), Company (B) and Deal (C) you're trying to show some data that your people are logging on your Contact Record, on both the Company and the Deal. 

The issue is that B --> C is not working. So let's switch it up to:

Object A --> Object B

Object B --> Object C

Object A --> Object C

Same result - you get the data from Object A within Object C. And it should solve the error.

Please let me know if you're getting a different error message! 

[bharath45]

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?

[ScottPennwood]

Hey @bharath45,

So this should work for you if you set up the sync between Product and Deal.

Product Category --> Quote Product Category (via Property Sync)
Product Category --> Deal Product Category (via Property Sync)

This of course assumes the Deal is associated with your Product! If only your quote is the associated record, then of course that wouldn't work. The easiest, most simple way would be to ensure that a Product is associated with the deal.

If that's not possible, you could get around that by creating a workflow.

What you'll want to do is select your enrolment criteria (probably "Deal is created")

Then select "Edit Record" from the actions:

Select the property you want to update. I've created "Product Category (deal)" for this. By default you'll be able to choose a value, but you can also choose a data variable to update the record:

By default there's only the enrolled Deal properties available, so we'll add a new object to pull data from by selecting "Edit Available Data"

You'll want to name your Data Source. I chose Company here, but you would choose Quote (Custom Object). 

Now I can select the property that I want to copy from (in this case Product Category (Company) but whatever your sync property is.

 

 And then hit save. And it will look something like the below!

 

  

[bharath45]

Hi  @ScottPennwood,

As per your suggestion, I’ve created the workflow (please refer to the attached images).

I tested the workflow, but the enrollment history shows "no records enrolled." Despite testing and enabling the workflow, records are still not enrolling, and as a result, no updates are being made to the records either.

Please let me know if you need more info to resovle this.

[ScottPennwood]

Hey @bharath45,

Can you screenshot your enrolment criteria?

[bharath45]

Hi @ScottPennwood ,

[ScottPennwood · Accepted solution]

Hey @bharath45,

So what you've gone and done there is specified that only quotes that are manually enrolled should enter this workflow.

My original suggestion was --> 

What you'll want to do is select your enrolment criteria (probably "Deal is created")

Which would work fine, but in case there are any updates you could instead select "criteria-based" instead of event-based and use the "is known" option on one of the key properties - such as deal stage, which will then re-enrol into the workflow every time the deal stage is updated.

(Remember to allow re-enrolment for that though!)

[BérangèreL]

Hi @bharath45 and welcome, it's a pleasure to have you here! 🤗

Thanks for asking the HubSpot Community!

I can see in this article "Create sync properties that copy data to associated records" that depending on your HubSpot subscription, there is a limit to the number of sync properties you can create. Is that what you are experiencing?

Which type of error are you getting, please?

The more info, screenshots (without sensitive/confidential information), and details you can provide, the better the Community can assist.

Also, I'd love to invite our Top Experts to this discussion: Hi @Phil_Vallender, @ScottPennwood and @Ian_Matt do you have suggestions to help @bharath45, please?

Have a wonderful day and thanks so much in advance for your help! ❤️
Bérangère

[bharath45]

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?