topic Re: Account Updates in Data Hub

Account Updates

CEvans48 — Wed, 10 Jan 2024 15:35:45 GMT

Hello HubSpot Community, I was wondering if any one has had an issue with profiles updating with the correct company name. Many times our contacts will leave one company and move to another however the company name under the profile name does not update as shown below. The new company is Risk Strategies however the contacts profile still shows Snellingswalters. Please let me know if anyone has a found a fix for this. Thank you! Cathy

Re: Account Updates

karstenkoehler — Wed, 10 Jan 2024 15:53:47 GMT

Hi @CEvans48,

The company name is pulling from the "Company name" field of the associated company. Have you checked whether the associated company is still correct? It looks like the name of the associated company (right sidebar) is still Snellingwaters.

HubSpot doesn't have any tools that would automate updating the associated company based on a changed email address. While HubSpot will create company records based on the email domain, this does not happen when a company is already associated, see here: https://knowledge.hubspot.com/crm-setup/automatically-create-and-associate-companies-with-contacts

While it's possible to configure this to be automatic, I think, leveraging third-party integrations, this would be a bit finicky and complex. Generally I think this is more a process issue. If someone changed the email address of the contact, they should've also updated or changed the associated company record.

Best regards!

Re: Account Updates

CEvans48 — Wed, 10 Jan 2024 16:38:14 GMT

Hello karstenkoehler, thank you for responding. Yes, PBD is on a professional subscription. In the screenshot below, I've updated the Company Name in the correct field. Please see screenshot below. Can you see where Snellingswalters shows at the end of the contacts job title? The highlighted Snellingswalters for some reason continues to show there. I have many scenarios where this is occurring. All other contact info has accurately updated to Risk Strategies except for this line in the Job Title field in that edit mode.
[cid:image001.png@01DA43B8.316E8120]
When I click on the edit button to edit the Job Title box, I am able to update the job title just fine and as you can see below, Snellingswalters does not appear anywhere in this edit mode. But when I click out of the edit box, Snellingswalters appears as in the first screenshot above.
[cid:image002.png@01DA43B9.514CA840]
Please feel free to call me on my cell 716-907-3044 if I can help to clarify this further.
Thank you,
Cathy

Re: Account Updates

karstenkoehler — Thu, 11 Jan 2024 08:24:24 GMT

Hi @CEvans48,

I'm not seeing any screenshots, can you please upload them directly in the HubSpot Community?

Please also keep in mind that the HubSpot Community is a public forum and community members are not HubSpot employees / HubSpot support.

Re: Account Updates

CEvans48 — Fri, 12 Jan 2024 13:06:51 GMT

Hi Karsten, All the associated fields have been updated howver the old company name still appears. Can you send me your email address so I can send you a screen shot?

Re: Account Updates

karstenkoehler — Fri, 12 Jan 2024 13:08:07 GMT

Hi @CEvans48, you can send me a direct message directly here in the community. When you do, please mark this thread as closed by accepting one of my replies as a solution.

Re: Account Updates

CEvans48 — Fri, 12 Jan 2024 13:52:14 GMT

Hi Karsten,
For some reason I am not able to change the fields on the right. Would you have any idea why I might not be able to save the updates here?
Best,
Cathy

Re: Account Updates

karstenkoehler — Fri, 12 Jan 2024 13:53:33 GMT

Hi @CEvans48,

Without screenshots or an exact description, I'm unfortunately able to say which fields exactly you're referring to. Could you please share screenshots?

Re: Account Updates

CEvans48 — Fri, 12 Jan 2024 15:22:14 GMT

Hi Karsten,
How do I save my edits in the companies/primary area below?
[cid:image001.png@01DA4541.30A40FA0]

Re: Account Updates

karstenkoehler — Fri, 12 Jan 2024 15:31:47 GMT

@CEvans48 please upload your screenshots directly in the community, I'm only seeing a file name.

Re: Account Updates

CEvans48 — Fri, 12 Jan 2024 20:48:14 GMT

Hi Karsten,
I cannot find our last reply in the community. Can you respond there so that it becomes visible to me again.
I apologize for this inconvenience,
Cathy

Re: Account Updates

karstenkoehler — Mon, 15 Jan 2024 06:34:03 GMT

Hi @CEvans48,

If you click through to the Community here and also upload your screenshots directly in the Community, I can have a look.

Re: Account Updates

CEvans48 — Wed, 17 Jan 2024 14:59:05 GMT

Hi Karsten,

Thank you for your help. I had some time to work thru this with different contacts. Your solution has been successful and I am able to make my updates. Thank you so much for your patience and help!

Best,

Cathy