CRM

RCarey2
Participant

Adding Company Information to Deals

SOLVE

I would like to add more Company Information into my Deals. For instance, I would like to pull the Industry into my deals. I can add the Industry in Deals, but it does not pull from the Compnay Information. How can I pull any Company and or Contact info into Deals without having to manually type them?

0 Upvotes
2 Accepted solutions
webdew
Solution
Guide | Diamond Partner
Guide | Diamond Partner

Adding Company Information to Deals

SOLVE

Hi @ ,

We can copy values from one object property to another object property w/o manually updating them via workflows. But as you have starter subscription, you won't have access to workflows. You can ask your channel manager to give you free trial for pro and there you can check workflows. If it works for you, you may think about getting a pro subscription. However, the wf will something look like this:

webdew_0-1643431803113.png

Here I am copying Contact values 'Company name' to Deal property 'Deal name'

 

Hope this helps!

If we were able to answer your query, kindly help the community by marking it as a solution.
Thanks and Regards. 

View solution in original post

karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Adding Company Information to Deals

SOLVE

Hi @RCarey2,

 

This currently requires a Professional subscription and workflows. You would set up a company-based workflow to company information from the company to the deal object, see an example below:

 

karstenkoehler_0-1643437581124.png

 

In Starter subscriptions this is currently not possible, this cannot be automated.

 

However, the product team is already reviewing this as one of the most requested features: Sync property values between Contact, Company and Deal Records

 

If you scroll down a bit in that thread, you'll see that the product team is collecting details in a survey which you can participate in. Additionally, I'd recommend upvoting. You'll receives updates as they're coming in.

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Adding Company Information to Deals

SOLVE

Hi @RCarey2,

 

This currently requires a Professional subscription and workflows. You would set up a company-based workflow to company information from the company to the deal object, see an example below:

 

karstenkoehler_0-1643437581124.png

 

In Starter subscriptions this is currently not possible, this cannot be automated.

 

However, the product team is already reviewing this as one of the most requested features: Sync property values between Contact, Company and Deal Records

 

If you scroll down a bit in that thread, you'll see that the product team is collecting details in a survey which you can participate in. Additionally, I'd recommend upvoting. You'll receives updates as they're coming in.

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

RCarey2
Participant

Adding Company Information to Deals

SOLVE

Thank you . I will try to set this Workflow up today

0 Upvotes
webdew
Solution
Guide | Diamond Partner
Guide | Diamond Partner

Adding Company Information to Deals

SOLVE

Hi @ ,

We can copy values from one object property to another object property w/o manually updating them via workflows. But as you have starter subscription, you won't have access to workflows. You can ask your channel manager to give you free trial for pro and there you can check workflows. If it works for you, you may think about getting a pro subscription. However, the wf will something look like this:

webdew_0-1643431803113.png

Here I am copying Contact values 'Company name' to Deal property 'Deal name'

 

Hope this helps!

If we were able to answer your query, kindly help the community by marking it as a solution.
Thanks and Regards.