Jan 4, 2018 1:20 PM - edited Jan 9, 2018 5:08 AM
Happy to share what I've designed for my client in the hopes it helps you.
Objective: copy contact properties into newly created deal
Option 1 (not instant):
Please let me know if updating Deal Properties instantly when Deal is created is important for your use cases and I will then document how you can make that happen. It will require slightly more work, on your end (and mine to document), but happy to help. And it won't require updating your Zapier account for just this purpose.
Dec 13, 2017 9:57 AM
I would love to learn more about your process here. Could you provide some more color on what exactly you did here to copy your deal properties to contact properties? I am looking to do the opposite (copy contact properties > deal properties), but would love to see if there is a way to move through your process in the opposite direction.
Dec 13, 2017 11:16 AM
Sadly the solution I mentioned wasn´t as great as I thought first. In my case I needed to create an email that told my client what product their sales reps sold and since the product field was filled through the deals pipeline and email work with contact properties this became a new challenge.
First i thought I could do smart lists based on the deal property "product" and then set the contact properties based on which list the contacts were. After having done 5-10 lists i remembered deal properties can be set on workflow´s Yes-No branches. So i ended setting it manually following this logic:
Is the deal property "product" Product X? If yes set contact property product as "Product X".
As far as I´ve seen in the workflows tool, deal properties can be only used in Yes-No Branches wich I think would make even more complicated coping a property from contact to deals.
Dec 13, 2017 11:21 AM
Thanks @BernardoV for the response.
I'm sorry it didn't work out for you. Hopefully *fingers crossed* HubSpot will incorporate more capabilities with Deal properties on a workflow. It would save my company loads of manual work time.
Jul 25, 2018 7:24 AM
We just saw that you can copy one or multiple Contact Properties via a workflow when you open a deal.
You have to create a Deal Property where the copied Contact Property will get 'mirrored', keep in mind that you also have to match the Property type (single line of text, dropdown select, etc.).
From here, you only have to pick the properties that you want to match.
Hope this helps!
Sep 11, 2020 5:01 PM
Hi @ebog! Thanks for sharing. I was looking at creating soemthing similar - I think Zapier changed something in their intergration with Hubspot - the "associatedVids" doesn't seem to be available anymore.
Hubspot does it natively onlyif you have the professional version of their sales package. We have the marketing profesional - while workflows are enabled, deal based workflows are severly limited. This is definetly very dissapointing
Feb 23, 2021 6:39 AM
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