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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.
I’m Shay, the Product Manager for HubSpot’s Properties.
Thank you all for taking the time to submit, upvote, and comment on this Idea. I'm happy to report that this Idea is now In Planning! This means that our engineers are actively building this feature.
The product development process is always filled with unexpected bumps and hurdles, so I can't give a timeline, but I am confident in saying we'll deliver this feature as soon as possible.
All updates will be relayed on this thread, so stay tuned!
@ClemOaky you're correct - we're in the process of backfilling those values for the deal and company object. When that happens, that should get us much closer to being able to solve the issue the author raised.
We are beginning to plan how to best solve the problem of syncing property values between object records in HubSpot to meet the needs of our customers.
We would love to hear your thoughts or feedback on how we can improve your experience.
Absolutely needed. Current workaround of copying properties across objects is just bad database design (aka database denormalization).
Leads to update anomalies if the workflow doesn't work or is only one-way. If workflow is 2-way, can cause loops.
BTW Salesforce solves for this using Lookup fields. Basically instead of 'copying by value' it just shows the value 'by reference' from the related object.
So far we haven't found a solve for this, so I'm so glad that this is actively being built!!
@MayPascaud Another use case I'm running into is how a brokerage firm client of ours wants to sync information between a Deal and a custom object called Business Listing. Although their sales team isn't as power users of HubSpot, the sales and support team work together and update different pieces of information on BOTH records that are ideally in sync.
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