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
Feb 18, 2020

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!

111 Replies
New Contributor

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. 

Regular Contributor

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

Occasional Contributor

@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. 

Top Contributor

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

Regular Contributor

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/

Regular Contributor

@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. 

Top Contributor

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

Regular Contributor

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

Regular Contributor

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. 

New Contributor

@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.

Occasional Contributor

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