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PocketKnife - Sync property

Synchronize multi-value HubSpot properties such as checkboxes, dropdown select menus, and radio select across different objects.

Using Sync Property

Keep the options of two multi-value properties in sync across different objects: contacts, companies, deals, tickets and custom objects. Update the options of one property and the PocketKnife Synced Properties feature updates the other for you. 

 

Setup in PocketKnife

Before you start, make sure the properties you want to sync: 

  • already exist in your HubSpot portal
  • use the same field type: multiple checkboxes, dropdown select or radio select

  1. Choose Sync Properties in the left sidebar

  2. Click Create Config to create a new synchronization

Setup Sync Property_1

  • Config Name: Give your Configuration a name

  • From Object: Select the Object you want to synchronize from

  • To Object: Select the Object to which you want to synchronize

  •  Schedule: Choose how often the sync runs: every hour, every 2 hours, daily (at 00:00), weekly (Monday at 00:00), or set your own schedule with a custom cron expression. 

  • Enable Active Configuration

  • Click Create and Continue to confirm your configuration

 

Setup Sync Property_2

 

  • After you’ve set up the configuration, click Back to Sync property in the top left corner to go back and map the properties you want to keep in sync. 

Setup Sync Property_3

  • Click Map Properties next to your Configuration

  • Click Add Map Property (in the right top corner)
  • Select the Source property: the property you want to synchronize from
  • Select the Target property: the property to which you want to synchronize
  • Choose a Transformation type: how you want to copy the property value
  • Sort Order: Choose execution priority
  •  Turn on Required to make the run fail when the source value is empty.

Setup Sync Property_4

Congratulations!

From now on you only have to add new values to the Source property in your HubSpot database. This PocketKnife feature will sync the values to the Destination property in HubSpot for you.

Pro tip: 

  • To avoid confusion: try to choose always the same Source property to sync with the same Destination property. 
    F.ex. If you have multiple Contact properties to sync with Deal properties, always make the setup from the Contact property to the Deal property. And not conversely. 
    Or if you have multiple Contact properties to sync with Company properties, always make the setup from the Contact property to the Company property. And not conversely. 
  • Look at the Contact property as the prior property, the Company property as the secondary property, the Deal property as the third-part property, etc.

 Important!

  • If you add new values to the Destination property, these values will not be synchronised. They will be deleted when the sync runs. 

  • If you have multiple sync properties: the order of the list will be followed when the sync runs.

Good to know

  • The source and destination property don’t need the same name. For example, you can sync the contact property All team ids (source) with the deal property All owner ids (destination). 

 

Consult number of Synced Properties

In the PocketKnife app, the Run History is shown next to the configuration name. Click Runs to see how many runs the sync has used. The number of runs allowed depends on your subscription plan (Freemium, Single Feature, Pro or Enterprise).

To upgrade, click your username, go to Subscription & Billing and choose the plan that fits your needs.

 

Any Questions? 

Please contact our support team via this form