Deal inheritance from Company

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Dai
New Contributor

Newbie and still getting to grips with what is capable.

 

I have a "payment terms" drop-down on a Company and Deal (with matching values). Ideally I want a new Deal to default to the payment terms of the associated Company, but I'm struggling to figure out how to achieve this using the Workflows.

 

Thanks in advance.

 

1 Accepted solution

Accepted Solutions
Community Superstar

_hubspot-button-accept-as-solution-gif-v00.gif

 

You may be able to force the default deal property value via the API. However, there is no way to force such a default via the HubSpot UI (or workflows).

Hope that helps.

 

Best,
Frank

 

MFrankJohnson-dot-com-HubSpot-Community-banner-gif-v20190817

2 Replies 2
Community Superstar

_hubspot-button-accept-as-solution-gif-v00.gif

 

You may be able to force the default deal property value via the API. However, there is no way to force such a default via the HubSpot UI (or workflows).

Hope that helps.

 

Best,
Frank

 

MFrankJohnson-dot-com-HubSpot-Community-banner-gif-v20190817

Dai
New Contributor

Gotcha. Thanks.