Is there a way to create common properties ?

SOLVE
Sidd
Member

Hey Community People, 

 

Is there a way to create common properties between company,contacts and deals. Just for eg if i have 5 product categories and a company signs the contract with product 1, then i tick product 1 in a property and automatically a common property between contact, deal also ticks product 1 in property named : Products bought. 

 

 

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Accepted Solutions
Lucila-Andimol
Solution
Recognized Expert | Platinum Partner

Hi @Sidd 

hope you are doing well.

Propertys have diffferent Object family

contacts, company, deal, tickets

right now if you want the same property

to be in all 4 objetcs you have to create 4 propertys

(same name but in contacts, in company, in deals and in tickets.)

Then if you are PRO user, you can set up a workflow that copys

info from one to another in order to keep the property updated.

I hope this helps.

Lucille

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Maria Lucila Abal

Directora de Operaciones

Andimol

HubSpot #2 Power User Champion

+5491154749499
lucila@andimol.com
andimol.com
Aprende sobre HubSpot Conmigo

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2 Replies 2
Lucila-Andimol
Solution
Recognized Expert | Platinum Partner

Hi @Sidd 

hope you are doing well.

Propertys have diffferent Object family

contacts, company, deal, tickets

right now if you want the same property

to be in all 4 objetcs you have to create 4 propertys

(same name but in contacts, in company, in deals and in tickets.)

Then if you are PRO user, you can set up a workflow that copys

info from one to another in order to keep the property updated.

I hope this helps.

Lucille

linkedin

Maria Lucila Abal

Directora de Operaciones

Andimol

HubSpot #2 Power User Champion

+5491154749499
lucila@andimol.com
andimol.com
Aprende sobre HubSpot Conmigo

View solution in original post

sven_montanus
Contributor | Diamond Partner

Hi Sidd,

 

Adding on to Lucille's advice, here's a nice how-to article by HubSpot which describes how to set it all up in HubSpot.

 

https://blog.hubspot.com/customers/working-around-workflows

 

Hope this helps.

 

Best wishes,

Sven

Sven Montanus

Partner, SaaS & IndustrialTech Industry Practice

Svensson & Friends

+49-8171-4887033
sven@svenssonfriends.com
https://www.svenssonfriends.com/
Book a Free Consultation
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