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
93 Replies
Steph2304
Occasional Contributor

Hi all,

Found a comfy way - might be thanks to the new update - but you can simply *clone* the property from a company to a contact or deal, which allows for consistency between fields.
 
This then allows for simple *copying* of the field properties - meaning one workflow, that's it.

Hope this helps, I know this little trick saved me a lot of time (and the creation of numerous workflows)

edmund
Regular Contributor

Cloning a property helps, but then you still need to make multiple workflows for every property sync, one to sync from Company to Contact if there's a change, and another for copying from Contact to Company if there's a change.

Steph2304
Occasional Contributor

Yes it's far from perfect and it's not a glowing review of Hubspot or the update - it's more a "we're all in the same boat, here's something helpful"