Contact Info and New Deals

[KasieMarie]

Hello, 
I am wondering if there is a workflow that I can create to do the following? 
We have a few property fields in the contact that we want automatically copied into each deal. I set up a workflow, and it works for the initial deal that is created for the client. But for any new deals created for the client, the automation doesn't trigger. 

So say I want client phone number to copy to every deal that is created for the client. Any one know of what triggers I can use to make this possible?

I've tried starting with Deal Enrollment Triggers and didn't find much success there as I couldn't copy over contact properties...  

[jolle]

Hey @KasieMarie, thanks for sharing! This should be possible depending on how you're creating new deals.

Since it sounds like the workflow is doing what you need it to do for the first deal, this is a matter of figuring out the right re-enrollment criteria so that the workflow can run for the same contact every time a new deal is created.

What events should trigger a new deal being created? If it's something like a form submission, you should be able to easily set that as a re-enrollment trigger (more info on workflow re-enrollment in this HubSpot Knowledge Base article).

Another option is using a custom property. You could build something like "Create new deal" as a single checkbox property and add it to the contact record view. When a new deal needs to be created, you or a rep can just set it to "yes." As long as you have a step at the end of the workflow that will clear the "Create new deal" property, you could use that property to initiate additional new deal creation for the same contact.

Hope this helps!! If you're able to share any additional detail around how you're creating deals right now, we may be able help give you a clearer action plan!