Your Sales Hub edition affects what you can do here.
If using Sales Hub Pro:
playbooks were recently enabled for Sales Hub Pro, but can only capture text answers and save them as a note. (cannot save to a property)
If using Sales Hub Enterprise:
You can assign a question to update a contact property, BUT it will only do that if you use the playbook on a contact record.
If you use that same playbook on a deal, you will see a warning on the question linked to a contact property as "Properties can't be updated for this object on this record."
The workaround would be to:
Create deal properties, to be applied to some or all contacts associated with the deal
Create a playbook which updates those deal properties
Create a Deal based workflow which
triggers when those deal properties are updated
copies the property value(s) to either:
All contacts associated with the deal
or to a subset of contacts, based on their association label (for example, copy only to a property on the "Decision Maker" associated contact record.
Your Sales Hub edition affects what you can do here.
If using Sales Hub Pro:
playbooks were recently enabled for Sales Hub Pro, but can only capture text answers and save them as a note. (cannot save to a property)
If using Sales Hub Enterprise:
You can assign a question to update a contact property, BUT it will only do that if you use the playbook on a contact record.
If you use that same playbook on a deal, you will see a warning on the question linked to a contact property as "Properties can't be updated for this object on this record."
The workaround would be to:
Create deal properties, to be applied to some or all contacts associated with the deal
Create a playbook which updates those deal properties
Create a Deal based workflow which
triggers when those deal properties are updated
copies the property value(s) to either:
All contacts associated with the deal
or to a subset of contacts, based on their association label (for example, copy only to a property on the "Decision Maker" associated contact record.