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?
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:
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.
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:
In Starter subscriptions this is currently not possible, this cannot be automated.
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 HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
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:
In Starter subscriptions this is currently not possible, this cannot be automated.
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 HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
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:
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.
I am able to create this workflow and it worked. but when I create a new deal, it did not copy the company name into the deal. How can I make it so whenever a new deal is created it copies the company name.
This thread is over a year old and may not have full visibility among our Community Members.
To ensure that your question is seen by our community members, I would encourage you to create a new post on the Community.
Please make sure to include a full description of your goal, a screenshot of your workflow, and any other pertinent information for the community to better assist with advice.
Thank you, Kristen
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