Does anyone know how to pass/copy value from contact to company value? I did create a workflow but it seems workflow overwrites values on the company record as soon as the contact joined the company with a different value in Hubspot.? We are looking to lock acquisition value for a company as soon as it is updated. Company may have multiple contacts with different acquisition sources. Can anyone please help me to figure out this?
Hi @AseemGupta2,
This sounds like you need to specify in your enrollment criteria that contacts should only be enrolled and the value copied if the target field is still empty. See my example below copying the company name stored on the contact record into the company object, but only if the company name on the company object is unknown:
You could follow the same logic for your source property. Source on contact is known AND source on company object is unknown. Only then enroll and copy.
Best regards!
@karstenkoehler - I have tested but this is not working for companies attached without primary labels or any other label. That’s the reason I kept an active list to reenroll contacts where any attached company has an unknown acquisition source. The limitation in this approach is to overwrite the value for the rest of the companies where the value is known.
Hi @karstenkoehler ,
I have already created this (see enrollment criteria) But I would like to renenroll contacts as soon as company without acquisition source is empty
Thanks,
@AseemGupta2 wrote:
Hi @karstenkoehler ,
I have already created this (see enrollment criteria) But I would like to renenroll contacts as soon as company without acquisition source is empty
Thanks,
See list criteria @karstenkoehler
Hi @AseemGupta2,
Your workflow is different from what I shared. Your enrollment logic is different and there is an unnecessary branch.
Have you reviewed my screenshot, recreated and tested it?