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
Sync property values between Contact, Company and Deal RecordsHubSpot Produkt-Team
Feb 18, 2020

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!

98 Comentários
Mitwirkender

Couldn't agree more! Also, for reporting purposes, to be able to export how many deals are associated with the company. If we want to send a mailing to a specific buyer, the address only lives on the company record and isn't pulled into the contact!

Sachkundiger

Syncing values will help us tremendously with our workflows.  Currently, we create a workflow to copy properties between deals and contacts to enable more customization within our internal email templates.

Berater

Hey all, we’ve had this problem as well…

And decided to build a simple app to solve it 👉 Hubspot Property Mapper 👈

In just a few seconds you can enable syncing between any combination of Hubspot properties (Contacts, Companies, Deals, even all 3).

The app is currently in limited beta -> you can sign up here: https://wunderhubhq.com 


Here's how the app looks like 👇

Screenshot 2018-09-05 12.26.02.png

 

Might be interesting for: @PiteRock @Emily2 @s0utherndandy @fbarnett @gil100 @rhickman @HP  @809CharlieTango @drewschu1 @LHO

Koryphäe

Look interesting @jmarovt. Thanks for looping us in.

-- maybe also consider Ticket Properties in your roadmap.

 

Also worth mentioning [Now Live] Deal-based and Ticket-based Workflows

 

Thanks again. 

Berater

🙏 Thanks @MFrankJohnson!

 

Will definitely look into Ticket Properties as well for Property Mapper.

Mitwirkender

I would love to be able to create a list that references properties from both the "Deals" object and the "Contacts" object. It's crazy that you have to continuely copy data from one record to the other instead of just accessing it in one place. 

Mitwirkender

When creating new contacts from the Company card it would be a big time save to be able to customize what company info auto-populates. For example Company Name and Address should auto-populate when a contact is created from the Company Card page.

Koryphäe
Regular Contributor | Gold Partner
Regular Contributor | Gold Partner

Want to sync Owner, Lifecycle stage and Lead Status from Company to Contact. The workflow trigger of "Known" won't allow reenrollment when changed. 

Berater

Hey @vmcgee - you can achieve this functionality with our add-on 👉 Wunderhub Property Mapper

Berater

Posting here to reinforce that we really need this as a native feature in HubSpot.  It is one of the most useful features in any CRM and would be an extremely big help when it comes to data cleanliness and consistency of data entry.  Right now we have to have people enter the same information on multiple connected records.  Put simply, it doesn't always happen because people get lazy or forget, and over time the data just becomes chaos.

Mitwirkender

Big yes please to this! We are reliant on workflows to update company fields from contact fields, but this is hampered by workflow re-enrollment limitations.

Sachkundiger

Yes please!!

 

At the moment it's creating additional manual work as I update certain properties on my contact and then need to update the deal and move it along the pipeline.

Mitwirkender

Still no update on this one?? Would be great to have it.

Spezialist

First point: Bringing contact's properties to deal's on lead's qualification

It can be achieved with workflows nowadays. We have created a dropdown that actually works like a button. If selected, the workflow fires then the workflow sets back the button to empty value. A "button" property type would make the things cleaner but except than that, it works fine. Only challenge is that info is printed from contact to deal. So if one or the other gets updated, the other is not. If interested, the idea for the button is here: https://community.hubspot.com/t5/HubSpot-Ideas/Workflow-trigger-Button-click/idi-p/204893

 

Second point: having summarized value on one object based on another object

From a database design standpoint, this should not be needed. But flat design sometimes help. For example, filters can only be used on one object. So if the data is on another, it's an issue. A use case we had was to know what is the most advanced deal stage of a contact when a contact has more than one deal. We tried to make this work with workflow but could not make it work due to re-enrolment reasons.

To fix that, I would suggest two things:

1/ To have hubspot improve re-enrolment logic

2/ To have hubspot develop a few, clearly defined fields that are syncronised. Some are already existing like "most recent amount" on contact

Mitwirkender

Please Hubspot, make this change!!!

 

We're a real estate company that tracks our potential customers as contacts before they become deals.  We need to be able to immediatey associate contact info (name, email, address, etc) with a deal once that deal is created, without copy and pasting that info.  Allowing contact properties to be cross referenced to deal properties would be a game changer for us! 

 

PLEASE MAKE THIS POSSIBLE, ITS KILLING OUR PRODUCTIVITY (AND DATA ACCURACY)! 

Stratege

Any reason why this is still not implemented?

Profi

Upvote

Mitwirkender

Please implement this ASAP.

Mitwirkender

We work with brokers, resellers, direct clients and really need properties to cross over between contact, company and deal. The cards are nice but not enough. We have to have duplicate properties to be able to track kpis and keep our book of business in order. This leads to mistakes when a typo is made or a property isn't updated under one of the categories. 

 

Please launch this feature!