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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
90 Comentarios
HubSpotMaster
Asesor

Any updates on this HubSpot?

 

 @CoachAaronCCR 

paytoneal
Colaborador ocasional

Wow, 9 pages of comments and still nothing...?

 

Chiming in. I've had to set up workflows to copy/paste fields across Contacts/Companies (same as with deals) which is fine, but unnecessarily complex. I'm used to Salesforce's built-in property syncing. The use case for us is that different team functions work out of different objects. In marketing, I'm always looking at contact records while sales are always looking at company records. 

dborn
Colaborador ocasional

It's hard to beleive that you need to make a lot of workflows with different enrollments settings in order just to map simple fields that other CRMs (like SF) allow by default within Contacts/Leads/Deals/Companies.

 

When this option going to be to Beta at least?

 

Hubspot has good Marketing tools, but not enough standard features as CRM for sales.

Maximvd
Nuevo miembro

Seeing this post dates back to 2017 and still no update is a bit disappointing...

Feels like a very basic, necessary functionality for so many businesses. 

hope
Colaborador ocasional

I am looking to set up a two-way sync between Deals and contacts. There should be a way to create one global field that is shared across Companies, Contacts, and Deals such as:

  • Referred by
  • Owner

As well as other custom properties. This will ensure data integrity and improve ease of use.

 

AlisonGlaston
Nuevo colaborador

Similar comment from myself... viewing contacts by Companies. All related Contacts are pulled in automatically by enabling 

'Automatically create and associate companies with contacts.' - great it works well, however, if you want to add a new contact to an existing company via that screen, you have to complete all the separate fields to the new contact about the existing company!
It would be fabulous for HubSpot to enhance the functionality/add to the development that if there is an existing company in the portal, when you want to add a new contact to that existing company, that the details are pre-populated to the new contact fields, adding an even better user experience, saving so much time.
Taking it one step even further, if the company had multiple locations, adding a drop-down on the fields to choose from!

 

Come on HubSpot, I know you want to :-)

Thank you - Alison

 
mbi-admin
Colaborador ocasional

New to CRM in general, and HubSpot in particular (so, no prior experience with SF or others) - and just days into spinning things up, and I'm concerned that this feature request, which is already high on my list (we have a case opened just today trying to actually accomplish this), is 2 years old with 9 pages of comments, and no resolution.

 

It has me wondering if we made a mistake going with HubSpot...

ClemOaky
Colaborador ocasional

ABSOLUTELY !

To solve this, I had to create 45+ workflows... A sync would solve all of this

pierre-david
Nuevo colaborador

Chiming in to mention that the "Tickets" platform suffers from the exact same issue, where ticket-specific properties do not contain either the "Associated Contact" or the "Associated Company" properties that are actually visible in the table view.

This means automation/workflows from tickets triggers actually can't access who created the ticket in the first place...

The only alternative is to build workflows as other mentionned, to copy contact info over a new Ticket property, but the trigger has to be specific to the way the ticket got created by the contact, so I would need a workflow for email/chat/form which is really suboptimal.

It feels like cross-element property access should be something if a sync doesn't exist...

edmund
Colaborador habitual

I've wasted easily 50+ hours a year on creating a series of 1-3 complicated workflows to synce data between a Contact property and a Company property. Life is precious, life is short!

 

There simply needs to be a way for a user to easily choose which properties they wish to be synced bi-directionally between two objects.

 

Please help save countless hours of HubSpot user's lives, and add a basic feature to do so.

 

Maybe another tab on Properties settings page, with ability to add a property syncronization set???