Link Contact Custom Property to Deal Custom Property

[NGottlieb]

Hi All,

I am trying to set up a workflow to copy over a custom property I made for a contact, to when creating a deal with that contact. We made a specific custom property for Google Drive Links as we work through stuff with them. After looking through different posts, I created the attached workflow, but it still is not working.This is the workflowThis is the Deal PageThis is the contact page

[karstenkoehler · Accepted solution]

Hi @NGottlieb,

Is there a reason you're not using a sync property for this? https://knowledge.hubspot.com/properties/create-sync-properties

If you want a workflow that copies from contacts to any new deal, it would have to be set up as follows:

• Create contact based workflow
• Enroll based on 'when filter criteria is met' -> Google drive link is known AND Number of associated deals is known
• Enable reenrollment for both (!)
• Use Edit record action to copy from contact to deal

This will keep all deals' links synced with the contact link. Any change on the contact link will propagate to the deals.

Best regards