How to copy a company property to a Deal?

[AswathyAyyath]

Hi,

In our organization, we assign an account manager to each company. For all the leads generated to that company, we need the account manager property to be e copied and shown. How to execute this?

[karstenkoehler · Accepted solution]

Hi @AswathyAyyath,

This requires a Professional subscription, leveraging HubSpot automation (workflows). Such a workflow could look like this if the owners do not change after initial assignment...

... or like this if they do:

Without a Professional subscription, this cannot be done, as far as I know.

Best regards!

[AnaWilliam]

Thanks for your guidance!

[SDEGBEY]

Oui. Merci Karsten Köhler