Parent Child Company - rolling over Information

Smart CRM & Sales Hub CRM
1

Is it possible to roll over information from the parent company to child.
An example is rolling over the same NPI number we collect to the child so we can elimate the manual part of recreate the child company. All the information would be the same except the ship address.
Additionally is there a way to bill the parent company but ship to child company. (drop down option available?).

2

Hi @jkim21,

Sure, this can either be done with sync properties or, more suitable in your situation, workflows.

  • Enroll parent company in a company workflow
  • Use Edit record workflow action to copy value from parent to child

For reenrollment, I’d recommend the following:

  • First, create a roll up property that counts how many children are associated to a parent
  • Set enrollment of your workflow to trigger when either one of the fields you want to copy changes or the number of children (this can he done by filtering for ‘[property] is known’ and enabling reenrols ent for it)

Let me know if that makes sense and if you need more detailed instructions about any step.

For your second question, this depends on what exactly your billing process looks like. Can you please share more information, step by step? Likely, however, this is going to be a manual process.

Best regards

3

When cloning a company - how can I get all the information to roll over. I tried and it didnt work.
Tangent from previous post

4

@jkim21 how exactly are you cloning a company?

If you’re using the “Create record” workflow action, then in the left sidebar you should be able to set more property values for the new record – and populate them with tokens from the source record.

5

I just hit action on company and selected clone. No option to include other property values. Want to avoid workflows

6

@jkim21 some fields will be pre-filled, some will be cleared, please see this documentation: Clone a record

7

Yes, this is possible in HubSpot. The easiest way is to link the parent and child companies using company associations. Then you can use a workflow to automatically copy certain properties from the parent to the child, so you don’t have to recreate everything manually. You can exclude fields like shipping address if they’re different.

For billing vs shipping, HubSpot does allow separate billing and shipping address fields, so you can bill the parent company but still ship to the child. A dropdown or custom property may help if you need to choose between them.