Quick tipHidden trickSmart CRM

Copy data to associated records with sync properties

One-way copy from a source property.

Subscription
Limits vary by subscription
Permissions
Property settings
Time
2 min · Intermediate
Last verified

Short answer

HubSpot's KB: sync properties copy data one way from a source property, such as a contact's phone number, to associated records. For one-way copying they can replace a workflow. They can't copy from properties with restricted access.

1. In HubSpot

The relevant screen in my demo portal.

HubSpot Properties settings page with the object selector, the four tabs, the filter row, and the Export properties button highlighted
Object selector (1), tabs (2), filters (3), and Export properties (4).

2. Worth knowing

The number you can create depends on your subscription.

3. Related

Copy values with workflows.

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.

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