Copy Contact Properties to a Deal when Creating the Deal

An overview of using the Create Object action in a workflow to copy up properties from a Contact into a Deal

Video Walkthrough

Here's a walkthrough of using the Create Object action to copy up properties:

 

This makes use of the Add properties section:

hubspot-contact-deal-action-1

Here's how easy it is to add another property to be copied up:

hubspot-contact-deal-action-2

 


HubShots Framework: Stage 3, Automation

(Internal Task ID)