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
89 Replies
gil100
Top Contributor

This needs to be resolved without the need of a programmer or developer. Hubspot claims the fame is its ease of use. If a marketing personal can't do it, then it is not easy enough.

Merit
Occasional Contributor

This is an improvement that we need very much as well. Our key struggle is asking Sales people to fill in the same information on 3 different levels (contacts, companies and deals). 

 

If these 3 areas would be synced, we could filter 'deals' based on 'company' properties and that would help us to avoid creating mutliple properties that need to be updated manually.  Also, we could use 'contact properties' to filter deals which would be very beneficial as well. 

 

Also, it would really help if we could force these properties on a 'update stage properties' as well. Currently we are only able to add deal stages there, but if companies would be synced, we could add company properties which would allow us to profile our prospects better throughout the sales process. 

 

Screen Shot 2018-03-07 at 12.22.46.pngWhat is the latest update from Hubspot, is this something that will be developed? 

EdgarCerecerez
Occasional Contributor

Is it me or can't this be done through 'workflows' already? 

mkwdwrd
Occasional Contributor

@EdgarCerecerez can you share your example? Love to use it if you have solved it through workflows.

s0utherndandy
New Contributor

With Workflows we could sync Deals fields to Contacts fields if it a Dropdown Field. 

 

We couldn't sync single-line text fields from Deals fields to Contacts fields

 

We also couldn't sync either of them (single-line text or dropdowns) from Contacts fields to Deals fields until we created external webhooks that were triggered by a field.

 

@EdgarCerecerez - Were you able to find a solution via Workflows to sync the fields in both Directions. We had to write webhooks to complete this process and I would rather do everything via Workflows.

andygould
Regular Contributor

Especially when passing deals on from meeting setter to closer (which HubSpot somehow does a **bleep** job of supporting, even though they use a similar sales process...), this is huge. Meeting setter doesn't need contact notifications about page views when someone else is working the deal. 

 

Instead of relying on ownership, what about subscribing? Anyone who 'follows' a deal, contact, company gets notifications. That supports multiple users, and is more reflective of the processes people actually use, including HubSpot. 

NEIMike
New Contributor

Any update on this feature request. This feature would be very helpful. It would save a bunch of time updating custom properties on contacts/companies/deals

slucas
Regular Contributor

In addition to my previous comment, I second @Merit's suggestion. 

 

We need to be able to require certain contact fields have been completed in the discovery process, prior to creating a deal.

I'm toying with some ideas for how to do this in a workflow, but it's not optimal, and would result in having to create a 'placeholder' deals stage with none of the deal entry requirements.

JosieSA
Top Contributor

This is such an important requirement for us - please give us an update Hubspot? 

gil1001
Top Contributor

Another thing that I just found out (which seems to be a bug..) is that even when a contact is associated with a company, the company will not be associated with the deal when the contact is.