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.


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17 Replies
Occasional Contributor

Hubspot does EVERYTHING, except the basics...

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!!


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

New Contributor


also copy from contacts properties


New Contributor

It is already technically possible in Hubspot but only when you create a deal with a workflow: you can then copy a contact property to a deal property. So it's quite unclear why Hubspot made that possible only when you create a deal but not when you only want to update a deal. 


Occasional Contributor

Yes!  Agree! When creating Deal Workflows ther eraly needs to be a feature that copys the value from Compnay or Contacts and populates  into a deal property al in the saame workflow.


Like a Saleforce process builder...

Occasional Contributor
Hybrid Workflows... Using Zapier to do this takes so much time. The ability to cross-function workflows (CONTACTS, DEALS, TICKETS, COMPANIES)