Conditional Logic in Deal Property Based on Contact Property

[ALamsal]

Hi HubSpot Community,

I'm looking for a solution to set up conditional logic between deal and contact properties.

Specifically, when creating a deal via the CRM UI, we use a dropdown field called Deal Source. I want the value of this field to be automatically determined based on the Record Source property of the Primary Contact associated with the deal.

For example:
If the contact’s Record Source is “Form,” then the Deal Source should automatically be set to “Incoming Leads from Website.”

Is there a way to achieve this using Conditional field logic, workflows or any other method within HubSpot?

Thanks in advance for your help!

[ALamsal]

Thank you. Created the workflow and solved.

[karstenkoehler · Accepted solution]

Hi @ALamsal,

This is currently not possible via conditional logic but there's a simple workaround:

1. Create a deal-based workflow that enrolls newly created deals (e.g. "Create date is known AND Deal source is unknown"), then checks the record source of the associated contact (e.g. using an AND/OR branch), then sets the deals "Deal source" value accordingly (via "Edit record)
2. Set the "Deal source" property to view-only, if needed, so it cannot be changed: https://knowledge.hubspot.com/properties/restrict-view-edit-access-for-properties

Alternatively, the feature closest to what you're looking for, without workflows, would be sync properties: https://knowledge.hubspot.com/properties/create-sync-properties

These do however not allow for customizing the target value, it'll display exactly the value of the property of the associated contact.

Have a look and let me know if you have any follow-up questions.