Option to copy properties to multiple levels (deal, company & contact)

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emmathompson_0
Contributor

I had created a few custom fields to use when prequalifying prospects. However, I created them under deal and company level rather than contact.

To be able to include them in forms and profiling etc they need to be on different levels - Is there a way we can add an option to "copy property to..." then we can select either deal, contact or company. 

Just saves duplication of work

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Accepted Solutions
karstenkoehler
Solution
Most Valuable Member

Hi @emmathompson_0,

 

The properties need to exist before you set up a workflow. That means they either must be a default property or you must've created them beforehand. Otherwise they simply won't show up when you're trying to copy from or to another property.

 

They should also be of the same field type. They could be named entirely different. You could copy the string from a single-line text contact property "Favorite ice cream flavor" into a single-line text company property "Most popular ice cream flavor at company" and it would work.

 

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

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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samiabid
Participant

You can do these using workflows automation in HubSpot. Based on certain triggers, you can copy property values between different levels of the CRM i.e Contacts, Companies & Deals.

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karstenkoehler
Most Valuable Member

Hi @emmathompson_0,

 

This is currently not possible (at least not in the exact way that you're describing it). You could request this kind of mapping/sync in the HubSpot Ideas section of the community.

 

The way most users keep properties between objects in sync is via the "Copy property value" action in workflows (available in Professional and Enterprise licenses).

 

karstenkoehler_0-1627384036822.png

 

The workflow above would copy the company owner into the contact owner field, for example. It would be one-directional.

 

Best regards!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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emmathompson_0
Contributor

Hi,
Thank you. So that still means creating the properties in all levels so there is an exact match for mapping?

Cheers,
Emma

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samiabid
Participant

Yes @emmathompson_0

Before configuring the workflow, you will need to set up the properties at all levels otherwise the workflow will return an error stating there were no matching properties found.

 

Regards,
Sami Abid

0 Upvotes
karstenkoehler
Solution
Most Valuable Member

Hi @emmathompson_0,

 

The properties need to exist before you set up a workflow. That means they either must be a default property or you must've created them beforehand. Otherwise they simply won't show up when you're trying to copy from or to another property.

 

They should also be of the same field type. They could be named entirely different. You could copy the string from a single-line text contact property "Favorite ice cream flavor" into a single-line text company property "Most popular ice cream flavor at company" and it would work.

 

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

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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

View solution in original post

emmathompson_0
Contributor

Makes sense - thank you for your help.

 

Cheers,

Emma