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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
71 Kommentare
Mitwirkender

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.

HubSpot Produkt-Team
HubSpot Produkt-Team

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!

Mitwirkender

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

Mitwirkender

@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.

HubSpot Produkt-Team
HubSpot Produkt-Team

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

HubSpot Produkt-Team
HubSpot Produkt-Team
Status aktualisiert zu: Delivered
 
Mitwirkender

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

Mitwirkender

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.

HubSpot Produkt-Team
HubSpot Produkt-Team

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

Regular Contributor | Diamond Partner
Regular Contributor | Diamond Partner

@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 

HubSpot Produkt-Team
HubSpot Produkt-Team

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 Smiley (fröhlich)