Our SDRs do research on a prospect and gather information. They updated fields on the Leads. When a lead is qualified and it becomes a Deal, we want/need these fields to copy over to the Deal, but there doesn’t seem to be an option to do so. Is there a way, like some sort of a mapping, to copy values from the Lead to the Deal when it is being created? This would be greatly beneficial and prevent a bunch of copying and pasting from happening, or having to create some sort of work around to get it to work.
Copy Lead Fields to Deal When Converted
Related Post
Huge lag in gmail when hubspot extension enabledHuge lag in gmail when hubspot extension enabled
I have been experiencing a terrible lag in my gmail when seraching for old emails going to respond to longer email thread emails that started happening about 2 weeks ago.
How to get mailchimp email data from HubSpot APIHow to get mailchimp email data from HubSpot API
I can see Mailchimp email Open, Sent events in HubSpot. How can I get this data from HubSpot API?
Create multiple layers of folders to better organize documentsCreate multiple layers of folders to better organize documents
Currently, it’s only possible to create a single layer of folders in the “Documents” tab, which makes it hard to organize our documents in HubSpot properly. Would it be possible