Transferring Company information to Contact attribute

Smart CRM & Sales Hub CRM
1

Can I take a populated Company property and transfer the information to an identical Contact property?

For instance, my Company property fields have the standard “Phone Number” attribute. All the phone numbers are populated within each company. However, my contacts associated with each company don’t represent those phone numbers in the identical “Phone Number” properties.

Is there any way to get the phone numbers to transfer over without having to ad each and every one singularly?

Thanks,

Duncan

2

Hi @DuncanShiels

This is not possible if you have the CRM alone but it is totally possible if you have the marketing platform as well. In fact I do just that - I use workflows to copy the company name and website from the company object to the contact object as it saves me an additonal click every time I want to access that information.

Hope that helps.

3

How do you setup those workflows? Do you have any examples or a guide on how to do this?