Automatically create deal properties based on associated contact
Automatically create deal properties based on associated contact
Automatically create deal properties based on associated contact
Hi @AAadland,
Which section of the article exactly are you referring to?
If you're enrolling all contacts that have a street address, all will enter the workflow and the copy action will be limited by association label. But all contacts will enroll.
If you want to only enroll contacts of a specific association label, you need to specify in the enrollment criteria which ones. You can do so by adding an enrollment filter for Deal properties, it could be as basic as checking for deal "Create date is known". Once you have the deal filter set up in the enrollment criteria, you should again be able to pick the association label.
| Karsten Köhler |
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Automatically create deal properties based on associated contact
Automatically create deal properties based on associated contact
Hi @AAadland, if the association label is part of the enrollment criteria, step 4 should trigger the enrollment. Can you share a screenshot of your current enrollment criteria?
| Karsten Köhler |
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Automatically create deal properties based on associated contact
Enrollment criteria:
Re-enrollment:
It doesnt seem to let me use the assoication filter as part of the re-enrollment criteria. When I manually enroll contacts, it works as intended. But I dont believe my current setup doesnt trigger when I update my contact with the desired assocation label ("bruker" in this case).
Thanks again for your repeated help and patience
Automatically create deal properties based on associated contact
Automatically create deal properties based on associated contact
@AAadland While this can be achieved with Workflows as Karsten outlined, I'm curious why you want to copy the properties to the deal record instead of leaving them associated with the contact and accessing them via the sidebar?
From the deal view, you can access the contacts associated - which will display their name, email and phone number by default thus allowing you to call or email directly from the deal record without creating additional properties.
when you hover over the phone number, it will prompt you to call in HubSpot and it automatically logs to the contact and the deal.
I could see if you had multiple contacts and you wanted to identify the "sponsor" contact details to ensure the right person were contacted, but you'd also need to know their name if you're calling them from the deal property so you'd still need to reference the contacts in the sidebar and know who the sponsor is.
Would love to know more about the use case for moving the contact properties to better understand.
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Automatically create deal properties based on associated contact
Automatically create deal properties based on associated contact
Hi @AAadland,
This would require a contact-based workflow:
The workflow enrolls contacts when the number of associated deals is known or when it changes. (Make sure that the re-enrollment settings are set up as shown in the screenshot.)
You can then add the "Copy property value" action for each property you want to copy.
The default behavior is that HubSpot always copies the information to all associated deals, not just the latest one. Also keep in mind that you need to check the "Street address" checkbox in the left sidebar if you want the workflow to re-run when you change the address on the contact.
Let me know if you have any follow-up questions!
| Karsten Köhler |
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Automatically create deal properties based on associated contact
Automatically create deal properties based on associated contact
Hi @AAadland,
Association labels in actions do not affect enrollment - it's more likely that you don't have reenrollment enabled and are running repeated tests with the same email address? https://knowledge.hubspot.com/workflows/add-re-enrollment-triggers-to-a-workflow
Also, for a repeated test with the same contact to work, you need to either change the street or associate another deal.
| Karsten Köhler |
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Automatically create deal properties based on associated contact
Automatically create deal properties based on associated contact
Hi @AAadland,
In that case you'd have to include this association label in the enrollment criteria, making sure that the contact is associated to a deal with a specific label.
| Karsten Köhler |
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Automatically create deal properties based on associated contact
Hi, are you able to share a screenshot so I can see how I can include this in the enrollment critera? The only way I currently can see where to set this is in the actions (see screenshot below)
