Copying Company/Contact property values inward to Deal properties (in Deal workflows)

[Lisanne]

Since last week Hubspot activates the Beta workflow for Deals. I have an idea to optimize the (deal) workflow.

Now I need to fill in some of the properties manually. I like to copy a property like "Inbound or Outbound" from the Company or Contact property to the Deal property. So is it possible to create a workflow which copies some properties from the companies section to the deal properties section? That will make my work a lot more efficient.

Maybe Hubspot can provide the workflow setting with the options below for Deal properties.

[Lisanne]

Hi @Sears & everyone,

I'm excited to announce we've kicked off a public beta for new functionality that supports this request! To get access in your account, navigate here and look for the beta called "Data Panel with associated record data in workflows" and click the "Join now" button. 

More detail about the functionality can be found in this KB doc. It's worth noting that some of the use cases you may have been waiting for can actually be achieved without copying data. For example, perhaps you've been planning to copy data because you want to use that associated object property in an internal email or slack notification. With this update, you can access associated object properties for use as tokens in some workflow actions, all without ever needing to copy and duplicate properties! 

I'm looking forward to hearing how you all use the new functionality, please feel free to email me with your feedback, mlegge@hubspot.com.

Thank you!

Megan

[Lisanne]

Hi everyone,

We are testing new functionality with a small, private beta group currently. We expect to open the functionality to a public beta in the next month or so. I will share a sign up form here when that time comes. 

Thank you for your continued feedback!

Megan

[Lisanne]

Hi @BDuff & @JQuan0 and everyone,

We're still actively working on this and hope to have a feature ready for beta testing early in the new year. I will update this thread again when we are looking for beta participants. Thank you for your continued feedback on how this functionality will be valuable to you, that helps keep us focused on your needs while making development decisions.

Thank you,

Megan

[Lisanne]

Hi everyone,

Thank you for your continued feedback and comments. We tested an early prototype of a feature to support this use case, and got mixed feedback that led us to conclude that first attempt wasn't robust enough to launch. The good news is that we got super helpful feedback from our early testers on how we could better solve this problem, and we have a plan on how to move forward. We feel very confident about this plan and it's currently being worked on. This change in approach has extended the timeline.

Making more cross object record data available for use in workflows (including this use case of copying data inward) is a top priority for our team, so rest assured that we remain actively working on this project. Please stay tuned for additional updates in this thread.

Thank you,

Megan

[Lisanne]

Hi,

Thanks for your continued feedback and examples that have helped us understand your needs here for this use case: Copy a contact or company property inward to a deal, using a deal workflow

My team is currently working on a new workflow action that makes it possible to pull in property values from associated records, into any workflow for use in other actions. One example of this would be, within a deal workflow, you could get a certain contact/company property value off of an associated contact/company, and save it to a deal property. Please stay tuned to this thread for continued updates as this feature moves through development.

Best,

Megan

[Lisanne]

Hi everyone, 

Following up with an update. At this time, implementation of this feature "Copy a contact or company property inward to a deal, using a deal workflow" isn't feasible for the workflows tool based on the current structure of our CRM objects & their relationships with each other. 

That said, the CRM team is currently exploring adding more robust functionality to object associations. Progress in that realm may enable the workflows tool to have more flexibility in updating data across records, in more specific and targeted ways.

I'm marking this idea as Being Reviewed, though bear in mind that if a solution is forthcoming, it would be in the long term, not the near future, as it's dependent on these other potential changes, which we will be following closely on our end.

I'd also like to call out this other requested feature, which requests property mapping/syncing between different objects. Some of the comments in this thread appear aligned with that concept, and it's a feature the CRM team is actively asking for feedback on via this survey. If that feature would better suit your needs, I recommend taking the survey and adding your support there as well! We'll reach out again when we have more information. 

Best,

Megan

[Lisanne]

As @JustinEverett helpfully clarified, there are two distinct requests represented within this thread:

1. Copy a contact or company property inward to a deal, using a deal workflow - This is not the feature the team is currently working on, so I'm going to move this post back to "idea submitted" so it can continue to gain support, and it will remain on the team's radar as a requested feature. I apologize for the confusion on this aspect.

2. Copy a contact property outward to a deal property, using a contact workflow - This is the feature the team has been working on. This feature is now in beta, and the following alternate ideas forum post specifically represents the request. Details about the beta have been posted there: https://community.hubspot.com/t5/HubSpot-Ideas/Copy-contact-properties-to-Deal/idi-p/6375/page/6

[Lisanne]

Hi @JustinEverett - Apologies, I read through too quickly the first time! I understand now, but no, what we're working on wouldn't solve that use case. Whichever workflow type you're in is the object type from which values can originate, and through the copy action you can copy that source value out to all associated objects of another type. The way our system is currently set up, we can't copy values inward to the object enrolled in the workflow - and that's not something we currently have plans to change. One last thought - you mention data integrity, if by that you mean the company address may change over time, be aware that you can set up a company workflow using the criteria (for example) "Street Address is known" and enable re-enrollment on that criteria. This will enroll a company when it's street address value is set for the first time, and it will also re-enroll that company again, if the street address is updated from one known value, to a new, different known value, so that all associated deals always have the most up to date company address. If that still doesn't help, I'd recommend opening a new Ideas Post with your specific request. 

[Lisanne]

Hi @JustinEverett  - It's already possible to use a workflow to copy company properties to deal properties, by using a Company workflow  And the reverse as well, you can use a Deal workflow to copy a deal property to a company property. The changes we're working on at the moment, will result in the ability to use a Contact workflow to copy contact property values to deal properties and/or ticket properties (in addition to what can already be done - copying to company properties).  Let me know if you have questions about that!

@HubSpotMaster - We're making great progress on this, but don't have a release date yet. Please follow along on this thread for updates. We'll post here when this feature is ready, to give any customers following along the first available chance to opt in to using the new feature. 

[Lisanne]

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.

[TVakulenko]

@MeganLegge is there an update on this?

[TErickson_OW]

Is there an update on this? And does anyone have a workaround? or another way to process this type of action?

Scenario:

Current Customer Contact

Deal is created Manually from Contact Record

Then I would like the Workflow to take that Contact Information and Map it to the Deal with more details than it currently does.

Thanks all 🙂

[MeganLegge]

Hi everyone,

Thank you for your continued feedback and comments. We tested an early prototype of a feature to support this use case, and got mixed feedback that led us to conclude that first attempt wasn't robust enough to launch. The good news is that we got super helpful feedback from our early testers on how we could better solve this problem, and we have a plan on how to move forward. We feel very confident about this plan and it's currently being worked on. This change in approach has extended the timeline.

Making more cross object record data available for use in workflows (including this use case of copying data inward) is a top priority for our team, so rest assured that we remain actively working on this project. Please stay tuned for additional updates in this thread.

Thank you,

Megan

[AmalJood]

+1 to the idea. this could be so helpful for our clients. 

[BDuff]

@MeganLegge any updates on this?

[JQuan0]

This is a truly beneficial feature to have in workflows for service as well.
I am trying to create a slack notification to inform the sales team whenenver a upsell upportunity is found and documented in Deals, but I cannot find an easy way to send company and deal information in the slack notification.
@MeganLegge 

[MeganLegge]

Hi @BDuff & @JQuan0 and everyone,

We're still actively working on this and hope to have a feature ready for beta testing early in the new year. I will update this thread again when we are looking for beta participants. Thank you for your continued feedback on how this functionality will be valuable to you, that helps keep us focused on your needs while making development decisions.

Thank you,

Megan

[kkoltun]

@MeganLegge  Hi Megan - Would be interested in participating in testing. We would use this feature to copy over contact custom source properties at the time of deal creation. There is a set of logic we could use to choose which contact it copies from. Thanks!

[ButCanItGoViral]

@MeganLegge  My company would also please like access to this beta (production and sandbox accounts). Although analyzing deals by company dimensions (incredibly valuable for refining ICP fit) can be done in the new custom reports feature, surfacing these important company fields on individual deal records' views is still impossible AFAIK.

[Ellesyanna]

Hi @MeganLegge any updates on this? Already a beta we can join?

[MeganLegge]

Hi everyone,

We are testing new functionality with a small, private beta group currently. We expect to open the functionality to a public beta in the next month or so. I will share a sign up form here when that time comes. 

Thank you for your continued feedback!

Megan

[Sears]

@MeganLegge Any updates here? Planning to roll out a new process to our team and this will save us a lot of time. 

[MeganLegge]

Hi @Sears & everyone,

I'm excited to announce we've kicked off a public beta for new functionality that supports this request! To get access in your account, navigate here and look for the beta called "Data Panel with associated record data in workflows" and click the "Join now" button. 

More detail about the functionality can be found in this KB doc. It's worth noting that some of the use cases you may have been waiting for can actually be achieved without copying data. For example, perhaps you've been planning to copy data because you want to use that associated object property in an internal email or slack notification. With this update, you can access associated object properties for use as tokens in some workflow actions, all without ever needing to copy and duplicate properties! 

I'm looking forward to hearing how you all use the new functionality, please feel free to email me with your feedback, mlegge@hubspot.com.

Thank you!

Megan