For anyone who is interested in using workflows to accomplish bi-directional property synchronization between companies and contacts, this is what I did and it seems to work. I created a test field named banana on both record types, with the same value options of “yellow” & “green”.
I built two separate workflows, one that is triggered by company-based enrollment trigger which copies properties to associated contacts, and another that is triggered by contact-based enrollment, which copies properties to associated companies.
I tested updating the property in the company record, and it will sync to any associated contacts. What’s also cool is if you update the property on *one* of the contact records, it updates the company, which then also updates the other contact. So they are all in sync. Be sure this is what you want!
The key thing here is when you “review and publish” the workflow, in the re-enrollment section you need to be sure that you allow contacts to re-enroll when that property is known (again). Meaning if banana already equals “yellow”, that when you change it to “green” it re-enrolls and thus runs the workflow again.
