Hey guys,
Rob here from Better Proposals. We have an integration with Hubspot that allows us to sync our merge tags with Hubspot’s company properties. We have a user that wants to pull the contact data (which we currently don’t support) so I’m wondering if there’s a way to retrofit a company property so that it functions like the first name contact property. So almost like a property inside a property if that makes sense.
So i want to create a ‘First-name’ company property (so we can sync to it) but it pull the contact first name, any ideas or suggestions?
Thanks!
Hey, @Robhempy 
Did you make any progress? I fell like I’m either over or under thinking this 
- There isn’t an in-app property type that will “pull” from another object
- My instinct is that this can be accomplished on the customer-side using Workflows without too much stress (I understand not every portal has access to this tool)
Hey, @Phil_Vallender @Syeda_Fatima @himanshurauthan, have you tackled anything similar in your project work?
Best,
Jaycee
Hey @Robhempy
@Jaycee_Lewis is right, workflows on the client HubSpot portal present the most straight forward solution - copying the Contact First Name property to a custom Company property.
Something that client needs to decide, or be advised on, is which contact’s first name should be used. If it’s the first contact associated with the company, then a workflow that only runs once will work fine. Likewise, if it were the most recent contact, a worflow that ran for every new contact would work.
However, if neither of these rules fit, then there might need to be a custom property on the contact to identify them as the correct contact.
Copying the contact first name to a company property, and even creating the custom contact and company properties, can, I believe, be peformed by API. But tagging the correct content would be have to be done on the client end.
Hope this helps.