Quick tipHow toSales HubMarketing Hub

Copy a property from a contact to its deal

Copying is part of the Edit record action.

Subscription
Professional or Enterprise (Marketing, Sales, Service or Data Hub)
Permissions
Workflows access
Time
3 min · Intermediate
Last verified

Short answer

HubSpot's KB: Edit record can copy values between properties, on the same record or with associated records. The association must exist before the action, and source and target must be compatible types. If several associated records qualify, the value may come from the most recently updated one, not the primary.

1. The action

Edit record in my demo portal.

Edit record action panel with record type, property to edit, change type, and value highlighted
Record type (1), property (2), change type (3), and value (4).

2. Keep it current

HubSpot suggests re-enrollment to keep the value updated whenever the source changes.

3. Related

Edit record action.

Sources

New field notes by email

One email when a new article publishes.

Still stuck?

If this did not fix it, the problem is probably specific to your setup. Book a call and we will look at it together.

Book a call with Sam