Sync property values between Contact, Company and Deal Records

CoachAaronCCR

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
Status updated to: Being Reviewed
Jul 14, 2020

Hi folks!

Our product is currently exploring how to solve the problem of syncing property values between object records in HubSpot.

You can help us out by leaving your thoughts and feedback 
on this survey here!

 

Best!
Joe
Ideas Forum Manager

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!

121 Replies
bsbullock
Participant

By not syncing the data to/from contacts,  companies and deals there is too much time wasted on duplicate data entry and therefore users are more likely not to enter the information in all places.   This is inefficient and when users don't enter the info in both HS becomes less effective as a tool.