HubSpot Feature Highlight: Copy Data Across Objects with Sync Properties

Ever spent hours manually copying customer data across your HubSpot records, only to find it outdated a week later? 

For sales and service teams working across multiple HubSpot objects, keeping critical information synchronized has often meant choosing between tedious manual updates or complex automation workflows. 

HubSpot’s sync properties feature eliminates this challenge by automatically displaying key data—like Account IDs or contact details—on associated records, reducing manual updates and improving visibility across your CRM. 

As part of our commitment to helping customers maximize their HubSpot investment, we’re highlighting this powerful yet often overlooked feature that can significantly streamline your team’s daily operations.

Sync Properties: Seamless Data Sharing Between Records

HubSpot’s sync property field type allows you to display property values from one object (like a Contact or Company) on another associated object (like a Deal or Ticket)—without manual updates or automation.

Why this matters:

• Centralized visibility: Show important info—like a contact’s phone number or a company’s industry—directly on associated deals, tickets, or custom objects.
• Fewer workflows: In many cases, this replaces the need for one-way data-sync workflows.
• Always current: Sync properties automatically update when the source property changes—no manual work required.

For example, if your sales team needs to reference an Account ID stored on the associated company record while working a deal, you can create a sync property on the deal that automatically pulls that value in.

Whenever the Account ID is updated on the company, it’s instantly reflected on the deal—no manual updates or workflows required.

How to set it up:

Create a new property, choose the Property sync field type, select the source object and property, and define how HubSpot should determine which associated record to use (e.g., first created, most recently created, or by association label).

Sync properties are read-only and currently support one-way sync only. They also respect property-level permissions and won’t copy restricted fields.

This quick demo video shows how to configure a sync property and explore use cases that can simplify your CRM setup.

Get More Out Of HubSpot

At Hypha, we help organizations optimize HubSpot with the right blend of CRM structure, automation, content strategy, and advanced customization—including new AI-powered tools. If you’re looking for a proactive HubSpot agency to help you unlock more value from your portal, contact us to get started.