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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件のコメント
drewschu1
一般投稿者

Not having this feature significantly reduces the value of the hubspot platform to business who are selling in a complex B2B environment (Aka multiple contacts per company).

In this case, the database becomes very messy and it is very difficult to clean things up.

This would remove so much headache for our team.

LHO
新規投稿者

Hi Hubspot,

 

Any update on this idea? We are also need this function badly.

BrittenyS
新規投稿者

We too would love this feature to be available. It creates unneccessary work for the team when we need to manually input these properties. 

 

What's the update @moonwebstrategy?

PL
一般投稿者

Agree that fields from either contact, company or deal records should be able to be added to one of the other records and that information brought across. We could easily do this in Salesforce and didn't realize it wasn't possible in HubSpot - very frustrating. Trying to create a dashboard now on deals but want to show by industry which is a company field. Action please!

PL
一般投稿者

Agree that fields from either contact, company or deal records should be able to be added to one of the other records and that information brought across. We could easily do this in Salesforce and didn't realize it wasn't possible in HubSpot - very frustrating. Trying to create a dashboard now on deals but want to show by industry which is a company field. Action please!

conorflanny
一般投稿者

Need neeed need this. Some sort of link between contact and deal, deal and company. I think it's email address for contact to deal and company domain for company to deal

amycarton
新規投稿者

Another vote here. We sell to multiple contacts within an organisation so need specific contacts on a deal level, however it would be great if they would be recongnised and automatically populated at a company level. The system is starting to look very messy already

ajakeman
新規投稿者

Any update on this feature? We use Zappier to move information in a deal to move all of our orders. Currently, I don't see a way to grab this information within a Deal and we don't want to make duplicate entries. Way to much work for a sale rep that needs to be on the move and duplicate entry is never fun スマイリー ハッピー...Please add soon. 

 

 

ngurney
常連投稿者

I would like to point out that this is the highest upvoted request from the community that isn't in planning, beta, or released. Hubspot show us that you value this community by adding this ability!

809CharlieTango
常連投稿者

I don't know why HubSpot has made it a one way street to do anything. The biggest problem sales people who don't have the integrity to update their records or want to work on only one aspect of HubSpot. The whole thing for copying properties from one place to another should be common sense.