Copying Contact Custom Properties to Custom Deal Properties possible?

[Djordje]

Hi all! 

We have a form that all our customers fill out to enter our community and seeing as the forms only work with contact properties (boooo!) and I want to see the values in my deal view to save the whole team time and energy.

Would there be a way in the workflows to update the Deal Properties from Contact Properties? As of this moment, when I try to copy property it only allows me to do so from Deal properties to deal properties.

[karstenkoehler · Accepted solution]

Hi @Djordje,

In a contact-based workflow, you should be able to copy values from a contact property to a deal property. I've recorded the steps below:

Keep in mind that not all property values can be copied, as explained here: https://knowledge.hubspot.com/workflows/compatible-source-and-target-properties-for-copying-property...

Hope this helps!

[JanetPryor]

Hi Karsten, Your solution works until the same contact has a second Deal. If a Contact is enrolled in a Workflow to update the Deal info, how can Deals prior to [today] be excluded and not updated?

[kmoehring]

This works great for one deal, but what about if a contact is associated with multiple deals and the information you want to copy over changes. For example, we have leads give us the address of a project they need help with. If the same lead asks for help with a second, different properties two months after the first, is there a way to just update the most recent deal with the project address information? 

[VictorVoskanyan]

I haven't been able to figure this out myself. Exactly the same issue I am having. I have multiple deals associated with a certain customers, and the source from where the deal comes from is different basically each time. I am also looking for a way to copy a property to a deal property.

It would be great if an enrollment trigger such as "when deal is created" or "when contact is created" existed and allowed us to copy from another source. 

[Djordje]

Thanks Karsten! Helps a lot 🙂

[danisterrett]

Hi Karsten,

Thank you for your post. It was excatly what I was looking for this morning.

Dani Sterrett