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Sync property values between Contact, Company and Deal Records

Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we miss having & would make life MUCH smoother for our staff upon creating deals.

18 Comments
HubSpot Employee
HubSpot Employee

(Submitted on behalf of customer) 

It would be great to be able to copy contact properties into deal properties in workflows,

just like it is possible to copy contact properties into company properties and vice versa.

 

 

 

 

PiteRock
Regular Contributor

It would be great as this would make it easier to work with business

kbento
Regular Contributor

I explain how to do this using Zapier in this article. I agree, however, that the ability to control HubSpot Sales is majorly lacking with workflows.

HubSpot Employee
HubSpot Employee

@kbento looks like the link above leads to a dead link; would you mind re-posting? Would love to take a look at the article, thanks!

kbento
Regular Contributor

 Facepalm! The language filter took liberties with the url.

 

Second article from the top at the time of posting.

 

Edit: URL fixed above.  Thanks for pointing that out!

lucilemathe
Occasional Contributor

would be great to get this feature. 

Emily2
Regular Contributor

As you can syncronize ownership for contacts and companies, it would be great it we could create custom syncronized properties for all three - contacts, companies, and deals.  

fbarnett
Occasional Contributor

We sell through dealers, so a given company will have a ton of deals underneath it.  It would be awesome to map certain fields (company type, credit information, etc.) to the Deals underneath it.  

 

As it currently stands, the data must be manually typed in twice, and duplicate entry is always bad.  

 

The primary reason the "associated company" card (which shows the relevant Company properties in the Deal object) is good but inadequate is because we need the company info imported into Deal fields. For example, to generate a quote via PandaDoc (currently the only way I'm aware of to do that), the only thing we can pull from are Deal Fields. Most of the Company Info (including Company type, Billing Address) would transfer across to every deal. At present, we have to manually retype it to get it to show up on a quote or other internal documentation. It's a field mapping issue we need to address.

s0utherndandy
New Contributor
I think this would be an excellent feature to have for most businesses to track their customers and their purchases
HubSpot Moderator
HubSpot Moderator

Hey @fbarnett thanks for posting! Your ideas are important to HubSpot as well as to other customers whose needs might fit this feature request. Our Product Managers regularly review top voted ideas and will put every effort into implementing ideas that will benefit the majority of HubSpot's user base and fit in with our product roadmap.

 

In order to get as much information / context to our product team as possible, but also to help others understand what they are voting for, would you mind letting us know why the "Associated Company" card in a Deal is not sufficient for gathering this information? Indeed, when a Deal is associated with a Company, that Company appears in the Deal record, and you are able to manage which properties appear in the Company card. Could you clarify your use case on having this information in Deal properties themselves, rather than gathering it from the Company properties that appear in the Deal record, like so:

 Company.png

 

Thanks so much for your help!

 

May