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HubSpot: Update a Company Property using a Deal Field
HubSpot: Update a Company Property using a Deal Field

With this Process for workflow you will be able to create a new property in your Hubspot at the Company Level with Deal level data.

Delphine Le Person avatar
Written by Delphine Le Person
Updated over a week ago


If you primarily use Deals in HubSpot, you will notice that you are not able to define your Status Rules using Deal properties (such as Deal stage). There is a simple way to update a Company property in HubSpot using Deal properties. You can set this up using Workflows in HubSpot --> HubSpot help guide here.

From HubSpot you can access Workflows, then set up a basic workflow so that a Company property, such as Lifecycle stage, is updated based on a Deal property.

Step 1) At the Company level, create a text property for example - reseller__c

  • Go to your account Settings

  • On the left menu, select Properties

  • In the Properties page, select on drop down menu: “Company properties”

  • Click the orange button to Create property

  • Create a text property called reseller__c

Step 2) Set up a flow that will automatically update Company records

1. Start a new Deal-based flow

  • From the top menu, go to Automation > Workflows

  • Click Create workflow

  • In the left panel, select Start from Scratch > Deal-based

2. Define the trigger step

  • In your workflow builder, click Set up triggers

  • Under Filter type, click Deal

  • Enter the field in your Deal records that represents the Reseller partner

In this example, the field at the Deal level is named ‘Reseller partner’ and it is a checkbox field.

3. Define the action step

  • Click + to build the next step in the flow

  • Scroll the list and select Set property value

  • Enter the form fields as shown below

    The final flow should look like this:

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