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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.

85 Replies
HubHero
Occasional Contributor

Posting here to reinforce that we really need this as a native feature in HubSpot.  It is one of the most useful features in any CRM and would be an extremely big help when it comes to data cleanliness and consistency of data entry.  Right now we have to have people enter the same information on multiple connected records.  Put simply, it doesn't always happen because people get lazy or forget, and over time the data just becomes chaos.

259552
Occasional Contributor

Big yes please to this! We are reliant on workflows to update company fields from contact fields, but this is hampered by workflow re-enrollment limitations.

SeanMcProperty
Regular Contributor

Yes please!!

 

At the moment it's creating additional manual work as I update certain properties on my contact and then need to update the deal and move it along the pipeline.

CarinaRo
New Contributor

Still no update on this one?? Would be great to have it.

VagaeNatus
Advisor

First point: Bringing contact's properties to deal's on lead's qualification

It can be achieved with workflows nowadays. We have created a dropdown that actually works like a button. If selected, the workflow fires then the workflow sets back the button to empty value. A "button" property type would make the things cleaner but except than that, it works fine. Only challenge is that info is printed from contact to deal. So if one or the other gets updated, the other is not. If interested, the idea for the button is here: https://community.hubspot.com/t5/HubSpot-Ideas/Workflow-trigger-Button-click/idi-p/204893

 

Second point: having summarized value on one object based on another object

From a database design standpoint, this should not be needed. But flat design sometimes help. For example, filters can only be used on one object. So if the data is on another, it's an issue. A use case we had was to know what is the most advanced deal stage of a contact when a contact has more than one deal. We tried to make this work with workflow but could not make it work due to re-enrolment reasons.

To fix that, I would suggest two things:

1/ To have hubspot improve re-enrolment logic

2/ To have hubspot develop a few, clearly defined fields that are syncronised. Some are already existing like "most recent amount" on contact

AJewett
New Contributor

Please Hubspot, make this change!!!

 

We're a real estate company that tracks our potential customers as contacts before they become deals.  We need to be able to immediatey associate contact info (name, email, address, etc) with a deal once that deal is created, without copy and pasting that info.  Allowing contact properties to be cross referenced to deal properties would be a game changer for us! 

 

PLEASE MAKE THIS POSSIBLE, ITS KILLING OUR PRODUCTIVITY (AND DATA ACCURACY)! 

erikblues
Top Contributor

Any reason why this is still not implemented?

HubSpotMaster
Advisor

Upvote

MorganBarlet
New Contributor

Please implement this ASAP.

BlancaWT
New Contributor

We work with brokers, resellers, direct clients and really need properties to cross over between contact, company and deal. The cards are nice but not enough. We have to have duplicate properties to be able to track kpis and keep our book of business in order. This leads to mistakes when a typo is made or a property isn't updated under one of the categories. 

 

Please launch this feature!