Copy contact properties to Deal?

[jameswindrow]

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?

[jameswindrow]

Hi @Snowwhite  & @horeapiper  Thanks for your question and assistance!

Horea is correct, in a contact workflow you can copy a contact property value to a deal property, as part of the Create Deal action. 

Additionally, in a contact workflow you can also copy a contact property value to a deal property, on all of the contact's associated deals, via the Copy Property Value action.

[jameswindrow]

Hi @TarynR The functionality that has been rolled out is the ability to use a contact workflow to copy a contact property value to all of the contact's associated deals, into a certain deal property. From a deal workflow, the functionality is the reverse, you can copy a deal property value to a contact property on all of the contacts associated with the deal.

It sounds like you're looking for something a bit different, perhaps this: https://community.hubspot.com/t5/HubSpot-Ideas/Copying-Company-or-Contact-properties-to-Deal-properties/idc-p/310261#M47887

This other idea is the concept of copying a value inward. So for example, using a deal workflow to enroll specific deals, and then copying an associated contact's property inward to that deal, thereby only updating some of the contact's associated deals with that value. If that's the case, please add your support to that idea! Or if any further clarification is needed please feel free to reach out to me directly 

[jameswindrow]

Hi @jamiemcrobb It sounds like you might be interested in checking out this other idea about syncing properties between objects: https://community.hubspot.com/t5/HubSpot-Ideas/Sync-property-values-between-Contact-Company-and-Deal-Records/idi-p/22016

The product team recently posted on that ideas post with a survey seeking to learn more, if you have feedback please share!

https://docs.google.com/forms/d/e/1FAIpQLSeS7k9ebBkYKc6ajprtl3m2q34DiBHJ4NiO6lMIWP1P8Uhp1g/viewform

[jameswindrow]

Hi @srpetit & @SalesTeamSix This is now live to all customers! I'll update the post accordingly 

[jameswindrow]

Hi @SalesTeamSix Existing workflows will be upgraded to render in the new UI, without disruption. We elaborate on the process a bit more in this blog post: https://www.hubspot.com/product-updates/a-new-engine-for-your-workflows

Note that while we're still collecting requests for customers who specifically want to upgrade immediately, we've also started the general roll to all customers. Customers who take no action, will see their contact workflows upgraded to the new tools soon. Please let me know if any questions remain!

[jameswindrow]

Hi @SalesTeamSix Any customer who would like access to this feature can request it by filling out the linked form: https://forms.gle/oUkexNjHvqoKV4Bt7 You can expect access in your account 24-48 hours after submitting the form. Please send me a direct message with your hub Id if you have any further questions or issues getting access for your account!

[jameswindrow]

Hi @AnaGut ! Thanks for reaching out, but no, that functionality is not part of this change. It's not currently possible to use contact/company tokens in an internal email in a deal workflow. I would recommend continuing to follow and add support to the other ideas post you shared, to communicate interest in that feature 

On the other hand, you could leverage the expanded property copy capabilities this change does bring, to copy key contact property values from the contact to the contact's associated deal, and then add those deal properties as tokens in an internal email in a deal workflow. 

[jameswindrow]

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 

[jameswindrow]

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!

[jameswindrow]

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.

[SalesTeamSix]

Thanks @MeganLegge 

I went ahead and signed up for my own corporate portal to give it a try but a few of my clients need this feature. My fear in trying on their portal is the verbiage in the request form gives me the sense that all existing workflows will be migrated to a new completely different tool.

I'm in fear of things breaking for my clients who have dozens of complex workflows each, sometimes hundreds for one of my marketing enterprise clients.

Please explain what will happen with the new workflow system to the existing workflows.

[MeganLegge]

Hi @SalesTeamSix Existing workflows will be upgraded to render in the new UI, without disruption. We elaborate on the process a bit more in this blog post: https://www.hubspot.com/product-updates/a-new-engine-for-your-workflows

Note that while we're still collecting requests for customers who specifically want to upgrade immediately, we've also started the general roll to all customers. Customers who take no action, will see their contact workflows upgraded to the new tools soon. Please let me know if any questions remain!

[srpetit]

It's 2020 now -- is this a feature?

[SalesTeamSix]

@srpetit yes @MeganLegge  helped me get all my clients into the new workflow engine.

https://www.hubspot.com/product-updates/a-new-engine-for-your-workflows

I can't find the link to submit the information but she will post I'm sure for you.

If you need help and are an agency or end client I have some bandwidth and pretty good with properties/workflows.

[MeganLegge]

Hi @srpetit & @SalesTeamSix This is now live to all customers! I'll update the post accordingly 

[srpetit]

Thanks @SalesTeamSix !

Hi @MeganLegge -- will you link me to an instruction manual on how to move Contact Properties into Deal Properties using the workflow? In particular: 
The issue I'm dealing with here is essentially that our clients fill out a Hubspot form on our website which imports the info into Contact Properties. I need to then turn these Contact Properties into Deal Properties.

Any help would be much appreciated!

Thanks

[jamiemcrobb]

The frustrating thing is that Hubspot already does this for some of the standard fields. The 'original source' fields pre-populate based on the contact information, I just want to apply the same logic to a set of custom fields.

[MeganLegge]

Hi @jamiemcrobb It sounds like you might be interested in checking out this other idea about syncing properties between objects: https://community.hubspot.com/t5/HubSpot-Ideas/Sync-property-values-between-Contact-Company-and-Deal...

The product team recently posted on that ideas post with a survey seeking to learn more, if you have feedback please share!

https://docs.google.com/forms/d/e/1FAIpQLSeS7k9ebBkYKc6ajprtl3m2q34DiBHJ4NiO6lMIWP1P8Uhp1g/viewform

[TarynR]

@MeganLegge I see that there is now the ability to copy contact properties to deals in contact workflows but not in deal workflows - Is that correct? 

We are needing this functionality when using deal triggered workflows so that fields are copied to just. the deal that triggers the workflow and not all deals that meet the deal criteria set in a contact workflow. It seems that deal based workflows still only allow to copy deal fields to the. other objects but doesnt allow the ability to select the object to copy from to the deal

Please advise if this is the case or if maybe its hasnt been activated for all accounts?

Thanks so much 

[MeganLegge]

Hi @TarynR The functionality that has been rolled out is the ability to use a contact workflow to copy a contact property value to all of the contact's associated deals, into a certain deal property. From a deal workflow, the functionality is the reverse, you can copy a deal property value to a contact property on all of the contacts associated with the deal.

It sounds like you're looking for something a bit different, perhaps this: https://community.hubspot.com/t5/HubSpot-Ideas/Copying-Company-or-Contact-properties-to-Deal-propert...

This other idea is the concept of copying a value inward. So for example, using a deal workflow to enroll specific deals, and then copying an associated contact's property inward to that deal, thereby only updating some of the contact's associated deals with that value. If that's the case, please add your support to that idea! Or if any further clarification is needed please feel free to reach out to me directly 

[Snowwhite]

Hello,

I am still not 100% clear on if we can map custom contact properties to a deal property, and how? I have gone through several pages on this thread but am still not certain on if an how this can be accomplished.

Thanks,

Soraya

[horeapiper]

Hi Soraya,

You can do this using the 'Copy a property to a deal property' in the Create Deal action inside the workflow tool and map the properties.

Before doing that you have to make sure that the properties you want to map are available in the Deal Properties too.

If you are using dropdown select, check boxes or radio buttons you have to create them using the same options/values that you are using in the contact properties.

Cheers,

Horea

[MeganLegge]

Hi @Snowwhite  & @horeapiper  Thanks for your question and assistance!

Horea is correct, in a contact workflow you can copy a contact property value to a deal property, as part of the Create Deal action. 

Additionally, in a contact workflow you can also copy a contact property value to a deal property, on all of the contact's associated deals, via the Copy Property Value action.

[fabiogomesds]

This is so basic in logic, but its too complicated to apply. I have lot of problems with this too.

[fabiohub]

here too!

[mdlogica]

+1 for this! And the option to keep the fields in sync, so if it's changed on the deal level it will reflect on the contact level too.