We use cookies to make HubSpot's community a better place. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included).

Allow cookies
Reject

Profile

MorganBarlet
Participant
Member since ‎May 31, 2018
Message
  • solutions
    0
  • Replies
    2
  • Upvotes Given
    2
  • Upvotes Received
    1
  • Ideas
    0

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Morgan Barlet

This user hasn't created a bio yet. Edit your own profile here!

Activity

CoachAaronCCR on July 10, 2017
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 mi read more
Reply Idea Contacts & Companies Deals
1023 upvotes
158 Replies
Daniel_13
Participant
April 27, 2022 22:27
+1 this would be very helpful maintaining this is a real pain point
Lisanne on July 05, 2018
Copying Company/Contact property values inward to Deal properties (in Deal workflows)
Since last week Hubspot activates the Beta workflow for Deals. I have an idea to optimize the (deal) workflow. Now I need to fill in some of the properties manually. I like to copy a property like "Inbound or Outbound" from the Company or Contact p read more
Reply Idea Deals Workflows
112 upvotes
38 Replies
MeganLegge
HubSpot Product Team
April 15, 2022 06:52
Hi, Thanks for your continued feedback and examples that have helped us understand your needs here for this use case: Copy a contact or compan...read more
Solved
MariaS on April 19, 2017
FInd duplicates contacts not imported from a list
Hi, When importing a contact list, if a contact already exist in Hubspot, the contact doesn't import again. The email that you recive says the total of new contat added but it doesn't says which ones were not added. Where can I see it? Tha read more
Reply Discussion
2 upvotes
2 Replies
MorganBarlet
Participant
August 02, 2018 07:38
We ran into the same issue. There is a workaround to know which contacts where not imported because they already existed in your database: When you m...read more
Thomas_Vanguard on September 18, 2017
Associate a Deal to a Task in a Workflow
When creating a Task as part of a Workflow it would be useful to be able to associate that task to a Deal.
Reply Idea Deals Tasks Workflows
66 upvotes
26 Replies
AnnaKellett
Contributor
April 23, 2020 00:49
Thank you @MeganLegge that makes sense, sorted now! Appreciate your quick response 🙂
View latest posts
Bookmark content for quick access to your helpful threads.
Get started
There aren't any posts from you just yet. C’mon, don’t be shy :)
Introduce yourself

Following

The Community experience is always better if shared with others. Here’s somone who might be able to help you get started.
Community Badges

My Groups

Looks like you haven’t subscribed to any Groups just yet. It’s ok, here’s some groups that might be relevant for you or
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.