How to assign a property to multiple objects ie. State for Company, Contact and Deal

[CPatt]

Because we run our territories geographically, it is helpful to have the "state" property under the "Company," "Contact," and "Deal" objects.  I would prefer not to have to fill in the "state" for each one, but put it in under the company and have it automatically populate on the Contact and Deal objects.  I can't find a way to do this.  If the state is only on the Company record, I can not filter deals by state, which is a huge inconvenience.  Custom reports are useless because you cannon interact with them.  Has anyone else found a work-around for this?

[Jenny26]

In the example workflow posted by @karstenkoehler, if someone edits the Deal State/Region property will it then automatically update the Company State/Region property? Is the workflow bi-directional?

[JvanderAart]

No, the sync is one-way only.

[webdew]

Hi @CPatt,

Yes, the property 'State/Region' is available only for 'Company' but not for other objects. What you can do is create 'State/Region' custom property for deals and contacts and as @karstenkoehler suggested, update these custom property in contacts and deals though the 'Copy property value' action in the workflow.

And lastly you said 'Custom reports are useless'.. May I know what custom reports you are talking about or is it custom properties?

Thanks!

[karstenkoehler · Accepted solution]

Hi @CPatt,

HubSpot doesn't have a default feature for keeping values of the same properties on different objects in sync. You would need to create workflows for those key properties to copy over the value from one object to the others:

These workflows would be pretty simple: If the value is known in the source object, copy it into the same property of the target object.

(I'm not aware of any solutions that do not require workflows.)

Best regards!