Copy "Training Date" from Onboarding Deal onto All Contacts

[JCambria]

We have a SaaS B2B product where we create an Onboarding deal in a separate pipeline once we close a sale. In that Onboarding deal, we stamp the customer's "first training date" - and we'd like to send emails to ALL the contacts associated with that Company based on that First Training Date. 

I can copy the property value "First Training Date" from the Deal level to the Contacts, but the only option given is to copy it onto contacts associated with the deal. In our case, there may be 40 contacts at the company who we need that First Training Date for, and only 2 (the implementation leads) will actually be attached to the deal.

Is the best way to workaround this to stamp the First Training Date from the Deal onto the company, then build a separate workflow to stamp it from the company onto each contact associated with the company?

[Josh · Accepted solution]

Hi @JCambria,

You're on the right track. I would copy the value to the associated company first and then the associated contacts. There might be a few other workarounds here, but that's the route I'd take!

Josh