Pulling Company properties into Deal properties

[#1]

Hello Community - 

Is there a way to pull in properties that are currently in company properties into those for deals? 

Most of the information I want visible while I look at the deal already exists within the company, but I cant figure out how to have that information populate automatically. 

For example - one company property I want is provider type. While I can recreate that in deal field, it won't be prepopulated with the company information. Is there a way to do this? 

Thanks!

matt 

[#2]

Hi @mdvdmn,

On free there isn't a way to make this happen automatically.

If you are using a Pro account, you can accomplish this fairly easily using Workflows. If you'd like a walkthrough, just let me know...I'd be happy to do that.

Josh

[#3]

Thanks Josh! As we look to expand our hubspot usage I am sure we will go to a version that includes workflows - and I will reach out to you then!