Parent - Child company association - Apply value from Child Company to Parent Company

[fafaba]

Hi, 

I would like to apply a value present on a child company to the parent company. So I have not been able to do it. I asked Hubspot support they told me it's not something that it's possible to do. 

But I'm wondering if there is some workaround that someone was able to set up for this? 

The idea is: 

If a child company has a value for a property, we apply that same value to the 

thank you, 

[karstenkoehler · Accepted solution]

Hi @fafaba,

This can be solved through sync properties: https://knowledge.hubspot.com/properties/create-sync-properties

Have a look and let me know if you have any follow-up questions!

Best regards

[karstenkoehler · Accepted solution]

Hi @fafaba,

In that case, you would use a company-based workflow:

1. Enroll companies with the parent label when property is known (enable re-enrollment)
2. Use 'Edit record' workflow action to copy the value from the enrolled company into the associated children

Best regards

[DilshadShaikh]

Greetings @fafaba,

Based on your requirements, you’re trying to propagate a property value from a child company to its parent company in HubSpot (e.g., if the child company’s property “Industry” = “Education,” automatically copy that to the parent company).

Technically it is not possible for now, to HubSpot natively does not support syncing or rolling up property values between child and parent company records.

You can upvote for the related idea, However this idea is for Parent to Child: https://community.hubspot.com/t5/HubSpot-Ideas/Copy-Property-Values-from-Parent-Company-to-Child-Com...

Also you can refer some old solved discussion:

Q by- @EmilyN1 & Ans by- @Whathcock : https://community.hubspot.com/t5/CRM/Setting-a-property-in-a-child-company-based-on-their-parent/m-p...

Q by- @MScheinost & Ans by- @trevordjones : https://community.hubspot.com/t5/CRM/Copy-property-value/m-p/934452

However, there are workarounds with a custom code workflow action:

If you have Operations Hub Professional or Enterprise, you can write a custom code action that:

• Trigger: Company property changes on child companies (e.g., property “Industry” is updated).
• Action: Custom code (Node.js) fetches the parent company via API, then updates its property with the same value.
  • Finds all child companies for a parent.
  • Retrieves the target property (“Property 1”) from all children.
  • Combines (deduplicates if necessary) the values.
  • Updates the parent’s property with this combined result.

Additionally, you can you external tools like (Zapier, Make, etc.) to update, If you don’t have Ops Hub Pro/Enterprise. You can also use custom server script via API. Here's how it will look:

• Trigger: “Company property changed” webhook (or poll HubSpot API).
• Fetch parent company ID.
• Update the parent company property using HubSpot’s Companies API.

This method is flexible, you can even aggregate multiple child values (e.g., “if any child has X, apply X to parent”).

Hope this helps, if it does then help the community by marking it as a solution.

Happy HubSpotting.

Thanks & Regards,
Dilshad Shaikh

[karstenkoehler · Accepted solution]

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@DilshadShaikh wrote:

Technically it is not possible for now, to HubSpot natively does not support syncing or rolling up property values between child and parent company records.

---

That is not correct, please be more careful about not spreading misinformation.

Not only can this be done with sync properties, if a new property is an option:

It's also possible within workflows:

No custom code needed, no third-party tools required, no need to upvote any product requests.

[fafaba]

Hi thanks for your reply, 

I am not sure about something: 

If I follow up your second suggestion, i can only append or replace. What I would like to do is to copy value from a property that is on a child company and copy it to the parent company. I hope I'm clear. 

Thank you, 

[karstenkoehler]

@fafaba when you click into the "Choose a value" dropdown, you should see the option to add a data variable instead of a static value. Select it and pick your source property.

[karstenkoehler · Accepted solution]

Hi @fafaba,

This can be solved through sync properties: https://knowledge.hubspot.com/properties/create-sync-properties

Have a look and let me know if you have any follow-up questions!

Best regards

[fafaba]

If i'm not wrong, this is to create a new property no ? 

To explain a bit more, we have group entity / parent company that have the same properties list as the child company. 

So let's say child company has : 

Property 1 with value A B C 

I want that the parent company has on Property 1 the values A B C. 

I'll look into property sync but that seems to make me create a new property rather than using an existing one, which is what I want. 

Thanks, 

[karstenkoehler · Accepted solution]

Hi @fafaba,

In that case, you would use a company-based workflow:

1. Enroll companies with the parent label when property is known (enable re-enrollment)
2. Use 'Edit record' workflow action to copy the value from the enrolled company into the associated children

Best regards