Hi There,
I want to know if on a Starter package if there is a way to create an association between the Industry of the Company and the Industry of the Contact?
In our business, we try to make this field required for all sales but it is not always possible and impacts our ability to report on our audience demographics for our events - I would love if a contact can just be under the same industry as the company they are associated to however it seems this is a “Workflow” option that I don’t have access to in Starter Plan. Am I missing something or is there a workaround?
Hi @RMaxwell1,
Unfortunately not, no. This is currently only possible with workflows.
There are good news however: The product team is planning on implementing the ability to sync properties here. https://community.hubspot.com/t5/HubSpot-Ideas/Sync-property-values-between-Contact-Company-and-Deal-Records/idi-p/22016/page/5
I’d recommend upvoting and commenting. The product team reviews these requests based on their popularity.
You can also help others find this request more easily (and drive traction) by accepting my reply as a solution. I’d appreciate it, too!
Have a great day!
With the starter package do you have access to lists under the contact menu? If so you could use these to totally drill into both objects with criteria since you could build those views to target both the contact industry or company industry together with any other criteria you are after. I love and heavily use smart list content but not sure if these are part of the standard starter package.