CRM

GUberti
Participante

Linking a company property to a deal

resolver

Hey, 

 

is there a way to link a property that exists under a company to a deal? 

 

For example the company has a Location, can I import that value onto the deal as well with a workflow?


Thanks,

Gianluca

1 Solução aceita
karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Linking a company property to a deal

resolver

Hi @GUberti,

 

Yes, this can be achieved with a short company-based workflow, see below:

 

karstenkoehler_0-1636181899757.png

 

It's important that re-enrollment for Number of Associated Deals is known is enabled. (Without that, HubSpot would not re-trigger the workflow when new deals are added. Those deals would then not receive the location, only the ones that were there when the workflow was first switched on.)

 

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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GUberti
Participante

Linking a company property to a deal

resolver

Thanks Karsten, this worked. 

 

 

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karstenkoehler
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Linking a company property to a deal

resolver

Nice, happy to help.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

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karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Linking a company property to a deal

resolver

Hi @GUberti,

 

Yes, this can be achieved with a short company-based workflow, see below:

 

karstenkoehler_0-1636181899757.png

 

It's important that re-enrollment for Number of Associated Deals is known is enabled. (Without that, HubSpot would not re-trigger the workflow when new deals are added. Those deals would then not receive the location, only the ones that were there when the workflow was first switched on.)

 

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

RobbySolomon
Membro

Linking a company property to a deal

resolver

Hi, this is great, how do I get to that page?
I have a contact property (i.e. number of units) and I would like for that property to show up as a column in my Deals view. How do I do that? Thanks!

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