how to best get data stored under fields in the deal object into the company object

[LKelman]

Hi there,

Can someone help with how to best get data stored under fields in the deal object into the company object. Is there an easy way?

Basically the sales team collects information during the sales process under the deal that we would like onto the company level. In particular for the customer success workspace which is on the company level.

[karstenkoehler · Accepted solution]

Hi @LKelman,

One way to do this would be using a sync property: https://knowledge.hubspot.com/properties/create-sync-properties

This stops being useful if you want to pull information to the company from multiple deals. In that case, you would have to create workflows that copy the information. This could look like the following:

• Create a company property where you want to store the deal information, e.g. a multiple checkboxes property
• Create a deal-based workflow that re-enrolls deals when the source property value is known
• Use the 'Edit record' workflow option to append the value from the deal record on the associated company

Have a look and let me know if you have any follow-up questions!

[LKelman]

Thank you, helpful