Copy contact properties to Deal?

I've created a custom source field for Contacts and mirrored it in Deals. The reason for this is because the Hubspot default options were too limiting and could not be edited. Now I want to map the fields so when a new deal is created from a Contact the source information is updated within the Deal. My ultimate goal is to map deals to sources.

 

Is this possible? If not, is there another way to approach this that will give me the same result?

HubSpot updates
50 Replies
HSVS
Regular Contributor

This isn't solved...

Maxwell
New Contributor
I really hope HubSpot is working on this one - I just upvoted it for you & for me!

I am a SDR & qualify leads for an AE & it is so time consuming for me to have to copy all if the relevant information from a "Contact" to a "Deal" when I am passing off a "Qualified Opportunity" to him. All of the relevant information is already tracked in my "Contact Properties!"

It also would be nice if deals didn't have to be clicked through each stage in order for the tracking to be accurate.

With the way we have our "Deal Stages" set up, several times a day a user will have already begun steps on their own to start progressing towards a "Closed Won," but - even if we already input that data into the deal when it is created - we have to start from the beginning of the deal & click through for our reporting to be accurate.

Having these two features would really clean up the sales process.
Svet222
Occasional Contributor

Hi all,

 

Not sure how many of you are part of the Beta Program but HS introduced a version of this yesterday into the program. I've experimented it with a bit and I can't copy all the properties but it is a step in the right direction. So many hours saved!

ebog
Occasional Contributor

Good to know, thanks for the heads up. Unfortunately, if the feature can't support all contact properties (it seems as if some of them don't work per your note), the feature is still of no use. Gotta be able to rely upon being able to do it without limitation.

Leonardo
Occasional Contributor

+1

cfleishman
Regular Contributor

Sorry but you did not provide a solution to this and we still need this fixed ASAP. 

Tiina
Occasional Contributor

One vote for this from here too. Especially from deal properties to contact/company properties would be excellent.

alyssacarter
Regular Contributor

I would also love to be able to copy information onto the deal. It would help simplify reporting a LOT. 

annay
New Contributor

Definitely voting for this feature as well.

 

Btw, has anyone tried to use a 3rd party tool, such as zapier or automation.io to copy company/contact property to Deal property?

 

Please share your experience.

 

-Anna

annay
New Contributor

Brett, 

 

Can this (copy company/contact property to Deals) be done via a 3rd party automation tool such as Zapier or automation.io?

 

Thanks!

-Anna