How to add Contact Field (i.e., address, city, state) to Deal Properties
SOLVE
Hello. I'm relatively novice at Hubspot and need to add contact's address details to deals. When I'm in EDIT DEAL FORM I can see the ADD FIELDS options in the left (Analytics History, Deal Activity, Deal Info, and Deal Rev) from which several options are selected for the deal flow. I was able to add a field LOCATION OF PROPERTY easily enough.
Current EDIT DEAL screen
I can't seem to find a way to add address fields (i.e., Street Address, city, state) to/from any of those lists.
Current Deal Screen that our Sales Team Sees
(Our sales team needs to see the addresses in the deal flow screens as part of our operations).
In the deal create form, it's not possible to show contact properties. Deals and contacts are different objects in HubSpot. When creating one, you cannot reference another.
Keep in mind that these will not reflect on the contact record, it will not automatically stay in sync either. If you're saving it to the deal, it stays there. The contact fields won't be updated.
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
In the deal create form, it's not possible to show contact properties. Deals and contacts are different objects in HubSpot. When creating one, you cannot reference another.
Keep in mind that these will not reflect on the contact record, it will not automatically stay in sync either. If you're saving it to the deal, it stays there. The contact fields won't be updated.
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer