FEATURE

Sync
Properties

The "Sync Properties" feature, an ingenious addition within PocketKnife, redefines how you manage your HubSpot enumeration properties across different objects. This dynamic functionality ensures harmonious synchronization of properties like multiple checkboxes, dropdown selects, and radio selects. By maintaining consistent data representation, you can simplify and enhance data integrity and management.

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Key Functionality

  1. Automated Property Synchronization: The "Sync Properties" function enables automatic updates of enumeration properties across distinct HubSpot objects. Whether it's checkboxes, dropdowns, or radio selects, this functionality ensures uniformity without manual intervention.

  2. Efficiency in Consistency: This feature proves invaluable when employing the same enumeration across various objects. Instead of individually updating each object, the "Sync Properties" function optimizes data consistency by automatically propagating changes from the primary source to linked objects.

Use Cases:

  1. Real Estate Projects: In the real estate domain, employ the "Sync Properties" feature to maintain identical enumeration options across both contact and deal records. This ensures uniformity in property-related categorizations.

  2. Project Management: For projects spanning multiple objects, this functionality ensures that status updates, progress indicators, or other project-specific enumeration properties remain synchronized, providing a clear and unified view.

  3. Vertical-Specific Categorizations: Maintain consistent classification across objects for industry-specific attributes, facilitating accurate reporting, analysis, and engagement.

  4. Efficient Data Entry: Simplify data entry by ensuring that enumeration choices remain consistent as information is recorded across different objects.

  5. Standardized Reporting: Facilitate streamlined reporting by ensuring that enumeration options align seamlessly between related objects, enhancing the accuracy of insights derived from your data.

In essence, the "Sync Properties" functionality in PocketKnife elevates your data management by fostering consistent enumeration properties across distinct HubSpot objects. By ensuring synchronization of checkboxes, dropdown selects, and radio selects, this feature optimizes data integrity, simplifies data entry, and enhances the reliability of your reporting and analyses.

 

Practical example 1: 

Keep a contact enumeration property in sync with a deal enumeration property

In the HubSpot marketplace, we offer modules for sale. When users fill out a form, we collect information and use that data to generate a deal. We transfer the dropdown values from the contact to the deal. Thanks to the 'Sync Property' feature, you only need to update the primary property, and the secondary one is updated automatically.

  1. Create a contact enumeration property and a deal enumeration property
    1. In contact.leadstreet_modules, select from these options
      • Store Locator on Google Maps with Radius
      • Store locator on Google Maps
      • Multi currency pricing card
      • Multi Step Form
      • Stats Counter
      • Advanced Popup
      • Horizontal timeline
      • Video sequence
    2. In deal.leadstreet_modules, select from these options:
      • Store Locator on Google Maps with Radius
      • Store locator on Google Maps
      • Multi currency pricing card
      • Multi Step Form
      • Stats Counter
      • Advanced Popup
      • Horizontal timeline
      • Video sequence
  2. Login to the PocketKnife website and login
  3. Select the Source and the Destination property
  4. Start syncing!

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