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
55 Replies
JasonMM
Occasional Contributor

@dborn - Over time, I ran into the same issue with Hubspot timing out when searching for deals. I had to abandon the previous method altogether. Our team used to create the deal when the opportunity was realized and then update the deal when a transaction came through. Now, we no longer create the deal until the transaction comes through. We still use Zapier to automate the deal creation, avoiding the search step altogether. This means all of our deals are won, which helps with ROI metrics for the advertising accounts we have linked to HS but it also means that we are no longer seeing metrics on lost deals within deal reporting. Instead, we setup a custom lifecycle stage using contact properties along with workflows that set time stamps on contact properties that mimic hard coded properties like - Became A Customer Date. Now we track won and lost opportunites using average lifetime value and the metrics are based on the custom lifecycle stage. Good luck with finding your solution. 

 

 

Certentnick
New Contributor

This seems like a no brainer. Lets get it released Hubspot !!! 

TarynR
Regular Contributor

Agree that this functionality is needed
@jameswindrow the workaround for a property that is a dropdown or multi select is to build a workflow that checks to see when a property (i.e. source) is set as something (i.e. organic) then set the deal field source to organic. This will work when you have set options (i.e. dropdown, checkbox, multiselect) but doesnt work for text, number fields, etc. 

HubSpot, this is the scenario to illustrate the issue:

- A contact attends an appointment 

- We send an email to ask for a rating (out of 5) and a comment 

- Because there can be multiple appointments and multiple times this survey (form) is completed the contact property will be overwritten each time, therefore when the form gets submitted I set the rating fields on the deal with the automation described above but I cannot set the comment field, so this does not wotk for reporting - a comment may be for the wrong rating if a contact has submitted multiple times 

 

 

stjan
New Contributor

Super important feature!!!

stanpollet
Occasional Contributor

2,5 years later @BrettLanguirand...
We are still waiting for it Smiley Happy

HubSpot Product Team
HubSpot Product Team
updated to: In Planning

Thanks to everyone for their comments and support of this idea! The team is now actively working on bringing the feature of copying contact properties to deal properties, to workflows. We'll update again, when there's more information to share.

anthonylin
New Contributor

Do we have a ETA on when to expect it Megan?  Also is there a open request that we can bump to show that customers want it. 

 

Just to give a little background. I have a field/property on our contacts called event and also one on deals. The purpose of this is to track how many contacts and deals we close from events that our sales people attend. 

 

In the end, I would be creating a workflow to copy the event from the contact to any deal that the contact is the deal contact for. This way our Salespeople don't need to do double data entry. 

 

Thanks, 

Anthony Lin 

Certentnick
New Contributor

WE really need this. Attribution of any kind is sort of useless without 

bmccluskey
Occasional Contributor

It blows my mind that this is still an issue... I realize that HubSpot's tools were created in silos, but they need to spend time on creating a consistent, integrated experience. The disconnect between tools is obvious: workflows for deals looks and operates completely different than workflows for contacts. 

 

I just had to create TWO workflows and TWO additional properties to get information from a Contact to appear in a filtered list in Deals. That's insanity. If the information is already in HubSpot, why am I having to create a workaround to use it? 

HubSpot Product Team
HubSpot Product Team

Hi @anthonylin & all - Thanks for following up! I assure you we're aware of our customers' pressing need for this functionality. We're going to deliver this feature, and this is part of the team's highest priority project at the moment - we're actively working on it. We hope to deliver this soon. I will update this post as more specific information becomes available.

 

To follow up to @bmccluskey's observation, this feature will be delivered as part of an overall/ongoing effort to create parity between company/deal/ticket/quote workflows and contact workflows. Contact workflows were built on our original workflows system, and the others have been built on a new, more performant workflows system. We're actively working on moving contact workflows to that same new system, and as we make progress on this project you'll see many positive benefits, such as this feature of copying deal/contact properties in both directions. Stay tuned for more details!