by Ryan Thibodeaux, September 2024
Accurate and timely data sharing between related records is critical for maintaining a reliable CRM system. HubSpot’s new Property Sync feature has been designed to address this need, enabling automatic synchronization of data across associated records within your HubSpot CRM. This feature is particularly powerful for businesses that rely on consistent data across different levels of their organization, from contacts and companies to deals and custom objects.
At Goodwood, we’ve been implementing this feature for our clients in the financial services sector, helping them achieve greater data accuracy and streamline their operations. Below, we explore how Property Sync can be used to enhance CRM workflows with real-world examples from recent projects.
Property Sync allows data to flow seamlessly between related records, ensuring that all associated information is up-to-date and consistent. Whether you’re managing contacts, deals, companies, or custom objects, this feature ensures that changes made to one record can be automatically reflected in its related records.
Let’s dive into some specific use cases where Property Sync has proven to be invaluable.
One of the most common scenarios where Property Sync can be applied is in keeping address information consistent between related records. For example, when managing contacts who are associated with a specific branch office, it’s important to ensure that any updates to the contact’s address are reflected in the branch office record as well.
Example Implementation:
We set up Property Sync to automatically update the address fields in the Branch Office record whenever there is a change in the associated Contact’s address. This ensures that the branch office data remains accurate and up-to-date, without requiring manual updates across multiple records.
Similarly, firm-level data from the Parent Company can be synchronized with individual contacts and branch offices, ensuring that all associated records reflect the most current company information.
This implementation has been particularly useful for clients managing large networks of contacts and offices, where maintaining consistency across records is critical for operational efficiency.
Another innovative use of Property Sync involves managing post-sale processes. For one of our clients, we created a “shadow” deal pipeline that tracks deals after they’ve been marked as Closed Won. This shadow pipeline is used to manage client onboarding processes that are related to the original sales deal.
Example Implementation:
When a deal is moved to Closed Won, a corresponding deal is automatically created in the shadow pipeline. Property Sync is then used to keep key data between the original deal and the shadow deal synchronized. For example, if there are changes to the client’s onboarding requirements or timelines, these updates are automatically reflected in both the original and shadow deals.
This setup allows the client to manage ongoing processes related to the sale while maintaining a clear distinction between the sales pipeline and the onboarding pipeline.
Property Sync can also be leveraged to ensure that data is synchronized between records based on their association labels. This is particularly useful when different records need to share specific data points, such as key metrics or status updates, that are critical for keeping associated records aligned.
Example Implementation:
We implemented a system where key data points, such as “Client Status” or “Priority Level,” are synced across records that share specific association labels. For instance, if a company is labeled as a “Primary Partner” in a contact’s record, any updates to the company’s status are automatically reflected in the contact’s record as well.
This synchronization ensures that all related records are aligned with the latest information, reducing the risk of miscommunication and ensuring that all teams are working with the most current data.
HubSpot’s Property Sync feature is a powerful tool for businesses looking to enhance data accuracy and streamline their CRM processes. By automatically synchronizing key data points across related records, Property Sync ensures that your CRM reflects the most up-to-date and consistent information across all levels of your organization.
At Goodwood, we’ve seen how this feature can transform the way our clients manage their data, providing greater efficiency and reliability in their operations. Whether you’re looking to synchronize address fields, manage post-sale processes, or ensure alignment between associated records, Property Sync offers the flexibility and power needed to achieve your goals.
To learn more about how Goodwood can help you implement HubSpot’s Property Sync feature to optimize your CRM workflows, schedule a call.