Populate Deal Property values using Company - Type values

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When creating a Deal, I want to have a custom Property that allows me to select a Company from a list that is auto-generated based upon the Type value in the Company record. I'm not sure if this is possible in Hubspot - if so, how do I do this?

 

For example, for each Deal I want to associate both a "Partner" and a "Reseller". In the Company record, there is a Type property where I can label each Company as a "partner", "reseller", etc.  In the Deal record, I would like the "Partner" dropdown menu and the "Reseller" dropdown menu to auto-populate using data from the Company - Type field.

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Top Contributor | Gold Partner

Hi, 

 

You are able to auto populate a deal property from a company property. If the company property "Type" is a dropdown containing "Partner" and "Reseller" as an option, create the following workflow:

 

1) Create te same property type within Deal Properties (you can find this within settings and under properties)

2) After locate to "Workflows"

3) Choose a "Deal Workflow"

4) The enrollment would be: Company - "Type" property is known

5) The next action would be an if/ then branch: If the company property "Type" is equal to "Partner"

6) The "Yes" side: the next action would be "Set property value" - Choose Deal and then search "Type". Under that property choose the drop down option "Partner"

7) The "No" side: the next action would be another if/then branch: If the company property "Type" is equal to "Partner"

8) The "Yes" Side: the next action would be "Set property value" - Choose Deal and then search "Type". Under that property choose the drop down option "Reseller"

9) The "No" side: the next action would be another if/then branch: If the company property "Type" is equal to "Reseller".

 

I have created this workflow within my own HubSpot portal to show you what this workflow would look like. 

screencapture-app-hubspot-workflows-3421285-platform-flow-8794250-edit-2019-10-28-09_21_16.png"Type" Workflow

 

Please let me know if you need any further help.

 

 

Elysha Shave

Inbound Specialist

BBD Boom.com