CRM

AvocadoMan
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Best practices for country alignment between properties?

SOLVE

Hi, what do you consider as best practice for country association between contacts, companies and deals? at the company I work for, there are 4 different fields that represent the country field. Some of them are single-line text while others are dropdown (which makes more sense), some are under the deal record while others are on the company or contact record and it doesn't seem like there's a working relationship between each one of them. How do you recommend setting up the connection between them? e.g. should we have a flow that copies the country from the contact field onto the company property and then to the deal property?

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

Best practices for country alignment between properties?

SOLVE

@AvocadoMan sync fields are read only and cannot be edited. If you need to be able to intervene, you would have to set up workflows that copy values from object to object. That way you could keep them in sync but still edit manually.

 

Clearbit does not support sync properties or vice verse, sync properties cannot be updated via integration - another argument for a workflow solution.

 

Workflows would enroll records when the country field is known, then use the 'Copy property value' action to copy the value to associated objects. These workflows have subtle details so let me know if you need detailed instructions.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

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AvocadoMan
Participant

Best practices for country alignment between properties?

SOLVE

Thanks you both @karstenkoehler @Jnix284 for your valuable assistance.
I think i'll have to create a new field to build that flow, as the current fields we have are widely used and I won't be able to change the file type without a long manual work of disconnecting these fields from existing flows/reports etc.

In our case, I think most of the time the company location will determine the rest.
But if for instance, I will create a new field that will sync across all objects, will I be able to overwrite that information?

For instance, a company will determine the country field, but a specific contact lives in a different country, will I be able to update that contact's country and have it different that the comapny's country?

Another thing to take in mind - we also enrich data from Clearbit, does it mean that best practice would be to have a separated country field for it? also how does it work with inferred countries that are being recorded from hubspot by IP? I just moved from Marketo, so I hope the terms I use here make sense...

Thanks again!

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

Best practices for country alignment between properties?

SOLVE

@AvocadoMan sync fields are read only and cannot be edited. If you need to be able to intervene, you would have to set up workflows that copy values from object to object. That way you could keep them in sync but still edit manually.

 

Clearbit does not support sync properties or vice verse, sync properties cannot be updated via integration - another argument for a workflow solution.

 

Workflows would enroll records when the country field is known, then use the 'Copy property value' action to copy the value to associated objects. These workflows have subtle details so let me know if you need detailed instructions.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Best practices for country alignment between properties?

SOLVE

Hi @AvocadoMan,

 

The approach here depends on whether there is a leading object and whether you'd like the other objects to inherit the country value from the leading object.

 

For example, the company object might be the leading one, contact and deal simply inherit the value that is maintained on the company object.

 

In that case, you would make sure that the company property is a dropdown field first, then create and use the sync properties that @Jnix284 has already mentioned to set up the 'inheritance' logic. One sync property on the contact object, one on the company object: https://knowledge.hubspot.com/properties/create-sync-properties (The existing contact and deal properties would not be used anymore. Make sure to clearly name the properties to avoid any misunderstandings.)

 

If the company field is not a dropdown, there is a quick option to create a dropdown with all country values. When setting up a new property, select 'Load options', then choose country from the dropdown.

 

 

karstenkoehler_0-1719981212033.png

 

This can be done for new properties. If your country property is already in use, you would have to clear it of all references and values before you can change it from a single-line text to a dropdown. It's laborious but can be worth it. If you need more detailed steps to change the property type, let me know.

 

If there is no clear leading object, you would simply not leverage the sync properties. For example, the company object would have a dropdown for the company's location. Contacts might live or work in other countries and it's important for you to track that – hence another contact dropdown. Only the deal might inherit the company's country.

 

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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Jnix284
Hall of Famer

Best practices for country alignment between properties?

SOLVE

@AvocadoMan with the new property sync option available for Pro/Enterprise, it might be worth creating a new country property using a dropdown that can sync directly between the record types. You could create a workflow to update the new property with values from the existing properties and then clear those out. This might require a combination of if/then logic to identify the different countries and spellings, plus a little data scrubbing if you're properties aren't in a good place, but overall it should be pretty easy to do. If you have Ops Hub Pro, you could use a custom coded action to take care of it all at once.

 

If you don't have the property sync option due to your subscription, you likely wouldn't have the workflow functionality needed and would probably be better off exporting the data, cleaning it up in Excel or Google Sheets and then updating everything back to HubSpot so it's all in sync.


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Jennifer Nixon