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.
@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.
@TimWheeler79 You're right and I figured that out, thank you for the screenshot! But new deals are still not pulling in the copied data -- I can only run it manually and have it apply. Any ideas?
@SDay there are a few ways I could imagine doing it:
Run a workflow that will trigger each time a new deal is created Let that deal set a property on company level - e.g. a date like "Newest Deal Creation Date" Create a workflow on the company level that will trigger when "Newest Deal Creation Date" is "Known", and let it re-enroll on that
Not sure if this works, but I believe that there is a "Number of associated deals" property, which you might be able to enroll on. So say "Number of associated deals" is "Known", trigger workflow. That should update whenever the number of deals change.
We have a relatively straight forward use case, but annoying none the less.
Basically our companies and contacts each have 3 hubspot user properties that we use. We have Sales Representative, Implied Sales Representative, and Customer Service Representative.
These hubspot user properties are set at the company level, and need to be synced to the contact record.
Currently this requires about 9 workflows to accomplish. So a simple "Sync" would be great.
We are still starting to use HubSpot, but from this point of view, we could see that two-way sync between some Contact and Company custom properties would be a time saver. Thanks!
Am I correct in assuming that with the newly announced "Latest source" property that will also be added to Deal and Company, we are getting very close to a solution here?
@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.
Posting here after working with a customer who is looking to do something similar. It would be very helpful to be able to do this with tickets as well.
It's a pain in the **bleep** that this does not exist. Build cross-object syncs with workflows is just messy and unreliable. Please add synced properties ASAP!
I would love the ability to sync contact names based on buying properties to a particluar deal.
Example - I have built a MEDDIC rating and scoring system for each deal (right side in its own section under the deal). In each deal the rep has to type in the name of the Economic Buyer and the Champion(s).
What would be great. Is if the contact is added to that deal and the buying properities are set to Champion and/or Economic Buyer that those are automatically filled in or changed in the MEDDIC rating system.
