CRM

RShaw0
Member

Overwrite synced properties?

SOLVE

I am copying 3 properties from deals into the company via property sync. From there, I am connecting Hubspot to an external CSM tool (Vitally), where those properties will be updated.

 

Is it possible to overwrite the property sync to get the updated property info back into Hubspot? I can do this via the Vitally connection, bulk upload, manually - options are open!

 

Thanks 🙂 

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Overwrite synced properties?

SOLVE

Hi @RShaw0,

 

No, this is not possible. Sync properties cannot be manually edited or updated. You would have to use regular properties, use a workflow to emulate the sync (using the 'Copy property value' action) and then this property could also be updated via the API / integrations.

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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Eric_Hoyer
Member

Overwrite synced properties?

SOLVE

What you might run into with Deal property to Company property mapping is the 1 to many relationship between a company and deals. 

As new deals get created this would likely update the property on company and then to Vitaly presumably. But you would be losing the historical data of that which would break reporting on these properties long term. 

A couple options could be a multiline text field and append structured logging infomation into this everytime the fields are updated, something like
Log field
date-time-property1, 2, 3;
date-time-property1, 2, 3;
Then sync this with your other systems and parse as needed. 
Or if that is overkill, just create a date stamp everytime the field changes value and a field holding its previous value


You will need to set up workflows to set up this logic, however it should be mostly set it and forget it after words. 

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RShaw0
Member

Overwrite synced properties?

SOLVE

Thanks! The problem I'm running into is that we (mostly) do not have 1:many relationships with deals, meaning we're not tracking deals after the initial in Hubspot. That's a different can of worms - so I'm looking for a temporary solution that gets data where it needs to be without messing us up down the line when we set up renewal and other deals with the 1:many relationship.

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Overwrite synced properties?

SOLVE

Hi @RShaw0,

 

No, this is not possible. Sync properties cannot be manually edited or updated. You would have to use regular properties, use a workflow to emulate the sync (using the 'Copy property value' action) and then this property could also be updated via the API / integrations.

 

Best regards!

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.

0 Upvotes