Hi all! My company is hoping is using forms to map responses (all from the contact properties) to company properties. We have found a way to do this with exisiting companies, but not for companies new to our system. Does anyone know how to do this?
Hi @Kathleen345,
Great question! I would approach this by enabling the setting “Automatically create and associate companies with contacts” and using a workflow to copy contact property values to company properties.
The workflow would enroll a contact when a value (= form response) for a contact property is known, e.g. contact property “company name” is known. As a next step, the workflow would then copy the contact property value into a company property, see below:
(Workflows are only available to the Professional and Enterprise tier of HubSpot.)
Hope this helps!