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
adriansprake
New Contributor

Hi @MeganLegge , just to through our hat in the ring, this is definitely something that we'd need so will be following the thread with baited breath!

Adrian

pperea
Occasional Contributor

This is interesting. I was just trying to add a workflow where a custom property field in Deals would be valued from the same custom property field from Companies. I had assumed that if a new Deal is created from a Company record, I could easily create a workflow to populate the value in the custom field (if it's known). I was surprised when I couldn't do that, and then stumbled on this request. 

 

Please, please, please add this functionality! I hate to ask the Sales team to manually enter a value when it already exists at the Company (and Contact) level - too much risk of incorrect info being entered!  

GlennMillerLupo Occasional Contributor | Platinum Partner | Certified Trainer
Occasional Contributor | Platinum Partner | Certified Trainer

HI all, 

 

Think we've found the solution.

 

See screen shot attached - pink.

The solution is a little feature we worked out, that allows you to copy any contacy propery into a deal record.

 

First you do need to create (identifically mirror) a new property filed as a deal property, identical to the contact property field. Then go and create the step in the image attached.opy Contact Property to Deal Property.png

 

Lastly and with new deal property created this way, you would want to customise the default fields you want to see in your deal 'about' view, to include those new from the workflow.

sbinkley
Occasional Contributor

@GlennMillerLupo  That is a great solution if a deal doesn't already exist.  If you use this process for existing deals that don't have some of the necessary info pushed over, you will essentially dupe your deals funnel.

@hubspot  this is a no brainer need for the system. When a deal is created it should automatically pick up what is in the existing contact record. When my flex team goes between contact and deal, they often work the contact record and not the deal record which also throws off reporting.

HubSpot Product Team
HubSpot Product Team
updated to: In Beta

This feature is currently in private beta: Copy contact properties to deal, quote, and ticket properties. As a part of the update, you can also set and clear deal, quote, and ticket properties with contact workflows. This feature will be available as part of a broader under-the-hood renovation: moving contact workflows to our new workflows system.

 

Fill out this form to request earliest available access for your account, which will happen when we begin public beta, over the course of the next few weeks: https://forms.gle/oUkexNjHvqoKV4Bt7

 

When access is given, your most recent contact workflows (those created after August 5th) will be moved to the new workflows system, which gives access to this feature and more. To move an older contact workflow to the new system, you can do so by cloning it: every newly created workflow in your account will then live in the new system.

 

Please note that once you are opted into the new system, you cannot be opted back out. Read about all of the changes the new workflows system will bring, here: A New Engine for your Workflows