Copying Company or Contact properties to Deal properties (Workflows)

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.

 

Schermafbeelding 2018-07-05 om 10.41.05.png

13 Replies
Vaka
Occasional Contributor

Hubspot does EVERYTHING, except the basics...

Dedicated
Regular Contributor

Thanks to HubSpot for adding this functionality to copy company info to deals, within a company-based workflow. PLEASE can this functionality also be added for contact-based workflows, to be able to add contact info to a deal!!

HubSpotMaster
Top Contributor

Bump - This would be great and really help finalize the full ability to minimize data entry