Hi
I have a property for companies which is called ‘type’ and which is a dropdown select. I would like to use the same tag on contact level. So every contact that is associated with a company, should get the same tag as the company.
How can I easily give all my contacts the same tag as their company? Without doing it manually one by one?
Kind regards
Katelijne
Hi @KVervaet,
If you’re always maintaining this on the company object and you want that information to trickle down to contacts, then it’s best practice to create a sync property: Create sync properties that copy data to associated records
This requires a Professional or Enterprise subscription. In free or Starter subscriptions, you would have to look into third party automation like Zapier: Use HubSpot's integration with Zapier
Best regards!
Hi Karsten
That’s exactly what I was looking for. We have a professional subscription, so it worked fine.
Thanks a lot!
Kind regards
Katelijne