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.
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!)
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.
We cannot do essential things like requiring a company property to be filled out before being able to move a deal to a certain stage. Same goes for the way that workflows currently work, we are simply unable to get certain information into a workflow since it's stored in say a company property and we are running a deal workflow.
The fact that whole companies have built products specifically to solve this and are able to charge up to 160$ for it kinda proves our point and illustrates there is a real lack here, right? Please Hubspot, let's make this happen.
@ClemOaky Question to you (and all here). What would you actually pay to have this problem solved in the meantime while waiting for it to come to HubSpot? We're still trying to figure out pricing for this, so none of this is set in stone yet.
@Hybrice1 that works until someone decides to input it on the company or deal level instead.
I think Hubspot has some measures in place so you can create the reverse workflows as well and they won't loop, but it still isn't as good as having a property that just syncs no matter what.
It would be lot easiear and faster if some of the contact properties continuouslysynchronize with companies and delas properites.
For example when i do bulk upload of contacts, companies are creates by the domain from email. The domian attribute should be automatically populate for Deals and Companies as well.
I think a great option would be to give users the option to choose which properties they would like to sync across which records - this would allow for the flexibility in situations where this might not be the necessary course of action, but would solve the matter for so many of us that need this functionality. Maybe even make it one of the company default settings for properties.
