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
Status aktualisiert zu: 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. 

 

Status aktualisiert zu: 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!

Status aktualisiert zu: 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!

205 Kommentare
mfoldager
Mitglied

I strongly support this idea.

 

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. 

Dedupely
Mitwirkender/Mitwirkende

We've built a product that aids in syncing properties across records in HubSpot - https://whycopy.com/

mbinmasoud
Mitwirkender/Mitwirkende

@Dedupely  that sounds amazing, but even your highest tier could be an issue for a company our size.

 

I'd love for HubSpot to support this natively, especially for Enterprise. 

gil1001
Stratege/Strategin

Hubspot it has been about 3 years since this request was published. Any update on when/if it will be available?

ClemOaky
Teilnehmer/-in

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.

 

https://whycopy.com/

Dedupely
Mitwirkender/Mitwirkende

@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. 

gil1001
Stratege/Strategin

@Dedupely I wouldn't. We solve it by creating workflows that do it in Hubspot, it is just a pain to do it.

jpalarcon
Mitwirkender/Mitwirkende

It is definitely a must. I already left the corresponding feedback in the form.
I hope we have this feature soon !!!

Hybrice1
Mitglied

We achieve this by creating workflows to copy the required information from company, to contact, to deal etc. 

 

Pre-requisites - Property on Contact, Deal and Company must match

 

Workflow 1 

If Contact Property X is known, copy value to Company Property X

 

Workflow 2

If Contact Property X is known. copy value to Deal Property X

 

This means anything you put in a contact property will sync across company and Deal, works for us and you can tweak it how you like, of course. 

mfoldager
Mitglied

@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.

DavidSPW
Mitwirkender/Mitwirkende | Elite Partner

Either sync data or allow contact views to use properties stored in related company and deal records.

Status aktualisiert zu: Being Reviewed
JoeMayall
HubSpot-Alumnus/Alumna

Hi folks!

Our product is currently exploring how to solve the problem of syncing property values between object records in HubSpot.

You can help us out by leaving your thoughts and feedback 
on this survey here!

 

Best!
Joe
Ideas Forum Manager

vmcgee
Mitwirkender/Mitwirkende | Diamond Partner

Thanks @JoeMayall  I just filled out your form with more details. I have a current project I'm working on where this is needed. 

FelipeFelix
Stratege/Strategin

Would love to see this working soon. Now my company needs to have a lot of workflows just to pass data from one object to another.

Manasach
Mitglied

It would be lot easiear and faster if some of the contact properties continuously synchronize 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.

graceotaiza
Teilnehmer/-in

+1

Capslock
Teilnehmer/-in

@JoeMayall Hey Joe, any update regarding progress here? 
We too would like contact propertites to sync to deal properties automatically (once mapped). 

 

Thanks 🙂

ClemOaky
Teilnehmer/-in

Absolutely agree with you! It seems like this EXTREMELY popular idea is already there with a LOT of upvotes: 

 

  1. https://community.hubspot.com/t5/HubSpot-Ideas/Sync-property-values-between-Contact-Company-and-Deal...
ClemOaky
Teilnehmer/-in

Hi @JoeMayall and @charronmatthews , almost one year after the first survey was sent out. 

Any update about this for us to start 2021 with a smile 😊

cdorsey
Mitwirkender/Mitwirkende

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.