HubSpot Ideas

CoachAaronCCR

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.

HubSpot Updates
Delivered
May 06, 2024 10:50 AM

Hi all. You've asked for it and it's now here! I am super excited to share that Sync Property Type is now rolling out incrementally to all Pro and Ent portals.  Please see Kyle's demo (and leave your comments!) 

 

Thanks for all of the feedback. 

 

In Beta
April 11, 2024 07:20 PM

Hey all, excited to share we now have a sync property type in public beta! Please see Kyle's demo (and leave your comments!) and opt your portal in here.

 

Many thanks to everyone who provided feedback during the development process. I look forward to seeing how you'll use this!

In Planning
August 03, 2023 06:59 AM

Hi folks,

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!

Best,

Shay

December 16, 2021 06:48 AM

@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.

February 18, 2020 06:51 AM

Hi Community!

CJ from the Product Design team at HubSpot.

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.

Take the survey here!

204 Replies
RDurrance
Participant
I couldn't agree more with @YavanikaSharma<> on the 25 max on property sync. This is a great much needed feature. I hope this gets opened up soon.



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shajones
HubSpot Product Team

Hi all. You've asked for it and it's now here! I am super excited to share that Sync Property Type is now rolling out incrementally to all Pro and Ent portals.  Please see Kyle's demo (and leave your comments!) 

 

Thanks for all of the feedback. 

 

Jnix284
Most Valuable Member | Elite Partner

@shajones any plans to extend the sync to include custom objects?

ARedman
Member

Oh man, I found this and was excited... then it yet again it turns out to be something dangled in front of you, that you can only get on the magically expensive Sales Professional tier. The irony is a lot of people asked for this because they don't have access to workflows, which is the other way you can achieve this. Having common properties (like tags) should be part of any basic CRM system.

I am getting pretty fed up with your stupid payment model, that litters useful things around the app, that turn out to be unavailable unless you upgrade to an unaffordable expensive 'Pro' Tier. There lots of better models that other SAAS apps offer.