HubSpot Ideas

allandjc

Sync deals from contact to lead object

https://knowledge.hubspot.com/object-settings/sync-lead-ownership-and-activities

Hi team,

 

It would be beneficial to have a toggle that syncs deals associated with a contact with their corresponding lead object. This would allow us to easily see previously created deals for the lead, especially the most recent ones, and make more informed decisions regarding contact outreach.

 

Thanks,