Is there a way to autopopulate a deal property with information in a Company property

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BLaverack
Member

Hello!

 

Essentially I want to set up a workflow so if someone fills in say the "account number" property at a Company level, that will then autopopulate the "account number" property in all associated deals.

 

So the sales team won't need to enter that info each time they make a new deal.

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karstenkoehler
Solution
Hall of Famer

Hi @IHateCopyPaste, yes, the workflow would enroll new records as long as they meet the enrollment criteria – in my screenshot that criterion would be that source property value is known. Cheers!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

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karstenkoehler
Hall of Famer

Hi @BLaverack,

 

Yes, this is possible with a company-based workflow like the one I drafted below. Simply replace the properties:

 

karstenkoehler_2-1620663865619.png

 

Setting the re-enrollment to "[Property] is known" is important if you want this workflow to update the associated deals whenever the source property value changes.

 

And yes, the change will be made to all associated records.

 

As always, I'd highly recommend testing this on a few records first (e.g. by only enrolling companies with a specific name) before unleashing it on your whole database.

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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BLaverack
Member

Thanks - this works perfectly!

IHateCopyPaste
Member

This is definately possible with HubSpot API / Webhooks combination. I've used it for my clients countless of times for situations like this since workflows fell short for such "edge cases". 

 

Relevant docs:

https://legacydocs.hubspot.com/docs/methods/webhooks/webhooks-overview

https://legacydocs.hubspot.com/docs/methods/deals/update_deal

karstenkoehler
Hall of Famer

Hi @IHateCopyPaste, where did the workflow solutions fall short?

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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IHateCopyPaste
Member

Would it work for the new deals?

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karstenkoehler
Solution
Hall of Famer

Hi @IHateCopyPaste, yes, the workflow would enroll new records as long as they meet the enrollment criteria – in my screenshot that criterion would be that source property value is known. Cheers!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

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