💡 This automation applies to HubSpot, but a similar workflow may be achieved with other CRMs.
Use case
Outfunnel can sync contact, organization and deal properties between platforms but deal properties are currently only available for selected apps like Pipedrive (we're working on adding support for more apps).
Syncing deal properties can be very useful as deals contain specific information about the ongoing opportunity that is usually not added to a contact so it makes sense to keep these fields in sync.
This article describes a workaround where deal properties are added to contact profiles which makes it possible to include it in the sync.
Solution (5 min)
Head to HubSpot Workflows and set up a new workflow with the following parameters:
1. Trigger
Create a deal-based workflow and set the enrollment trigger to: Data changes > Property value changed > deal > specify property
💡 You can either include all deals or only deals in specific stages or pipelines, for example:
Deal stage is any of "Qualified to buy", "Demo scheduled"
Pipeline is "Sales pipeline"
This way, the automation runs whenever a relevant deal is updated.
2. Conditions (optional)
If you're syncing multiple properties, we recommend skipping additional filters here.
If you're only syncing a specific deal property, you can add a condition like:
Booking date is known
Booking date has changed in the last 1 day
⚠️ Since contacts may be associated with multiple deals, updates from different deals might overwrite the same property on the contact. To avoid this, consider only enrolling deals that are in a particular stage or owned by a specific team.
3. Copy deal property to contact
Add an action: CRM > Edit record > Contact > Select property
From: Deal > Stage
To: Contact > Stage (linked) (create this contact property if it doesn't exist yet)
We recommend naming the contact property clearly, like: "Booking date (linked from deal)" or "Booking date (do not edit)" to prevent it from being manually changed.
4. Activate and test
Turn the workflow ON and test by:
Update a deal property that should trigger the workflow.
Check if the corresponding contact property gets updated as expected.
💡 This workflow only runs for future updates. If you want to sync existing deal data, bulk update the relevant deal property (e.g. modify an unused property and change it back) to trigger the workflow.
If you used specific enrollment conditions in step 2, you may need to temporarily remove them for testing.
5. Map the property for syncing
Finally, go to Outfunnel and map this new contact property in your sync settings. Click on "Sync now" to push the values across platforms
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